Magnolia Wealth Management »

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

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

Historical chart of Magnolia 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 Magnolia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Magnolia Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $95k 145 653.21
2022-03-31 $9.9M 22k 442.22

More positions owned by Magnolia Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
Comfort Systems USA (FIX)
Southern Company (SO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)

View all positions for Magnolia Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
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