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

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

Historical chart of Mosley 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 Mosley 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 24k 604.91
2024-09-30 $13M 22k 586.58
2024-06-30 $13M 23k 547.24
2024-03-31 $12M 23k 525.73

More positions owned by Mosley Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)

View all positions for Mosley Wealth Management

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