Integrated Wealth Management »

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

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

Historical chart of Integrated 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 Integrated 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 Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 1.5k 685.15

More positions owned by Integrated Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Elevation Series Trust Trueshares Quart (QBER)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index