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

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

Historical chart of Keating 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 Keating 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 Keating Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $381k 725 525.73
2023-12-31 $346k 725 477.63

More positions owned by Keating Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Kilroy Realty Corporation (KRC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Chevron Corporation (CVX)
Ishares Tr Core Msci Total (IXUS)
Workday Cl A (WDAY)

View all positions for Keating Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index