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iShares S&P 500 Index shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments 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 LifeWealth Investments 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 LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 2.0k 684.86
2025-09-30 $1.4M 2.1k 669.22
2025-06-30 $1.3M 2.1k 620.81
2025-03-31 $1.0M 1.9k 561.80
2024-12-31 $689k 1.2k 588.70

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index