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

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

Historical chart of Kolinsky 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 Kolinsky 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 Kolinsky Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $629k 1.5k 429.56
2023-06-30 $610k 1.4k 440.45
2022-03-31 $209k 460 454.35

More positions owned by Kolinsky Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
UnitedHealth (UNH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kolinsky Wealth Management

Top funds holding iShares S&P 500 Index

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First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

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