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

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

Historical chart of IVC 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 IVC 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 IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 325 684.94
2023-09-30 $250k 582 429.43
2023-06-30 $259k 582 445.71

More positions owned by IVC Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for IVC Wealth Advisors

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
CI Private Wealth
Jones Financial Companies, L.L
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