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iShares S&P 500 Index shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square 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 Liberty Square 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $870k 1.3k 669.30
2025-06-30 $803k 1.3k 620.90
2025-03-31 $936k 1.7k 561.90
2024-12-31 $997k 1.6k 612.68

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index