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iShares S&P 500 Index shares owned by MFA Wealth Services

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

Historical chart of MFA Wealth Services 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 MFA Wealth Services 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 MFA Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $15B 22k 684950.69

More positions owned by MFA Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Fundamental Smal (FFSM)
Amgen (AMGN)

View all positions for MFA Wealth Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index