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iShares S&P 500 Index shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions 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 Independent Solutions 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $534k 925 576.82
2024-06-30 $351k 642 547.23
2024-03-31 $257k 489 525.73
2023-09-30 $345k 804 429.43
2023-06-30 $243k 544 445.71
2022-12-31 $392k 1.0k 384.21
2021-12-31 $337k 707 476.99

More positions owned by Independent Solutions Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Broadcom (AVGO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Independent Solutions Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index