Granite Bay Wealth Management »

iShares S&P 500 Index shares owned by Granite Bay Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Granite Bay Wealth Management from 13F filings

Historical chart of Granite Bay Wealth Management 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 Granite Bay Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 35k 447.52
2023-09-30 $16M 35k 447.29
2023-03-31 $1.8M 4.3k 411.05
2022-12-31 $371k 965 384.46

More positions owned by Granite Bay Wealth Management

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
John Hancock Exchange Traded Corporate Bd (JHCB)
John Hancock Exchange Traded Preferred Income (JHPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci India Etf (INDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pepsi (PEP)

View all positions for Granite Bay Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index