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iShares S&P 500 Index shares owned by LPWM

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 337 653.47

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds State Street Spd (SPEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for LPWM

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index