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iShares S&P 500 Index shares owned by Mills Wealth Advisors

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

Historical chart of Mills Wealth Advisors 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 Mills Wealth Advisors 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 Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 408 669.88
2025-06-30 $258k 415 621.10
2025-03-31 $201k 357 561.75

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Mills Wealth Advisors

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