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iShares S&P 500 Index shares owned by Members Wealth

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

Historical chart of Members 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 Members 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 Members Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 37k 671.85
2025-03-31 $21M 37k 561.90
2024-12-31 $18M 30k 606.21
2024-06-30 $23M 38k 623.33

More positions owned by Members Wealth

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 29 (IBDU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Ibonds 27 Etf (IBDS)
Rb Global (RBA)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)

View all positions for Members 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