Hamilton Wealth »

iShares S&P 500 Index shares owned by Hamilton Wealth

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

Historical chart of Hamilton Wealth 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 Hamilton Wealth 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 Hamilton Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 341 669.30
2025-06-30 $415k 669 620.90
2025-03-31 $376k 669 561.90

More positions owned by Hamilton Wealth

Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Merck & Co (MRK)
Vanguard World Financials Etf (VFH)
Direxion Shs Etf Tr Daily Technology (TECS)

View all positions for Hamilton Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index