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iShares S&P 500 Index shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $134M 280k 477.63
2022-12-31 $74M 193k 384.21
2022-09-30 $72M 200k 358.65

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

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