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iShares S&P 500 Index shares owned by Kinetic Wealth Investment Advisors

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

Historical chart of Kinetic Wealth Investment 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 Kinetic Wealth Investment 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 Kinetic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 3.0k 748.84

More positions owned by Kinetic Wealth Investment Advisors

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Str Sp600grwo (SLYG)

View all positions for Kinetic Wealth Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index