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iShares S&P 500 Index shares owned by Maia Wealth

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

Historical chart of Maia Wealth 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 Maia Wealth 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 16k 684.81
2025-06-30 $9.9M 16k 620.91
2025-03-31 $10M 18k 541.52
2024-12-31 $11M 18k 602.37
2024-09-30 $9.5M 16k 582.01
2024-06-30 $8.6M 15k 564.61

More positions owned by Maia Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Fs Kkr Capital Corp (FSK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Amazon (AMZN)

View all positions for Maia Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
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