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

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $699k 1.2k 576.82
2024-06-30 $676k 1.2k 547.23
2024-03-31 $691k 1.3k 525.73

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Spdr S&p China Etf Uit Exchange Traded (GXC)
Franklin Ftse India Etf Uit Exchange Traded (FLIN)
Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index