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iShares S&P 500 Index shares owned by LFG Wealth Partners

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

Historical chart of LFG Wealth Partners 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 LFG Wealth Partners 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 LFG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $453k 693 653.15

More positions owned by LFG Wealth Partners

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eni Spa Sponsored Adr (E)
Totalenergies Se Act (TTE)
Tesla Motors (TSLA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
British Amern Tob Sponsored Adr (BTI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Micron Technology (MU)
Agnc Invt Corp Com reit (AGNC)
Ares Capital Corporation (ARCC)

View all positions for LFG Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
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Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index