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iShares S&P 500 Index shares owned by IronOak Wealth

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

Historical chart of IronOak 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 IronOak Wealth 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 IronOak Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $373k 634 588.54

More positions owned by IronOak Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Broadcom (AVGO)
Uber Technologies (UBER)
Intuit (INTU)
Coinbase Global Com Cl A (COIN)
Netflix (NFLX)
Ge Vernova (GEV)
Microsoft Corporation (MSFT)
Vaneck Bitcoin Etf Sh Ben Int (HODL)
Pimco Etf Tr Multisector Bd (PYLD)
Servicenow (NOW)
Meta Platforms Cl A (META)

View all positions for IronOak 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