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

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

Historical chart of McMill 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 McMill Wealth Management 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 McMill Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 13k 669.28
2025-06-30 $8.3M 13k 619.31
2025-03-31 $7.7M 14k 561.91
2024-12-31 $5.5M 9.3k 588.67

More positions owned by McMill Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Us Marketwide Value Etf US Marketwide Value ETF (DFUV)
American Centy Etf Tr US SML Value ETF (AVUV)
Spdr Ser Tr Large Cap ETF (SPLG)
Dimensional Etftrust Internatnalval (DFIV)
Dimensional Etftrust US Large Cap (DFUS)
American Centy Etf Tr Us Lgeval (AVLV)
Dimensional Etftrust US Small Cap
Dimensional Etftrust Us Targetedvlu (DFAT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etftrust World Equityetf (DFAW)
Ishares Tr Trust S&P 500 Index Fund (IVV)
Vanguardscottsdale Fds Shrt Trm Corpbd (VCSH)
Dimensional Etftrust Emgr Cre Eqtmng (DFAE)
Dimensional Etftrust Global Realest (DFGR)

View all positions for McMill Wealth Management

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