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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
2024-09-30 $9.5M 16k 582.01
2024-06-30 $8.6M 15k 564.61

More positions owned by Maia Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Nasdaq-100
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
Ishares Tr Esg Awr Msci Usa (ESGU)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)

View all positions for Maia Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index