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iShares S&P 500 Index shares owned by Horizon Wealth Management

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

Historical chart of Horizon 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 Horizon Wealth Management 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 Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.7k 669.34
2025-06-30 $44M 71k 620.90
2025-03-31 $957k 1.7k 561.86
2024-12-31 $1.0M 1.7k 588.60
2022-03-31 $928k 2.0k 453.79

More positions owned by Horizon Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Video Gmng Esprt (ESPO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Gbl Gold Mn (RING)
Coinbase Global Com Cl A (COIN)

View all positions for Horizon Wealth Management

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