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iShares S&P 500 Index shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $158k 330 477.63
2023-09-30 $142k 330 429.43
2023-06-30 $147k 330 445.71
2023-03-31 $136k 330 411.08
2022-12-31 $105k 273 384.21

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding iShares S&P 500 Index

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Envestnet Portfolio Solutions

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