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

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

Historical chart of MN 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 MN 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 MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $887k 1.5k 576.86
2024-06-30 $852k 1.6k 547.27
2024-03-31 $820k 1.6k 525.81

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Avantis U.s. Equity Etf Etf (AVUS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Income Etf Etf (JPIE)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for MN Wealth Advisors

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