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

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

Historical chart of Nauset 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 Nauset 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 Nauset Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $7.0M 16k 453.66
2021-12-31 $5.5M 11k 476.98

More positions owned by Nauset Wealth Management

Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
American Tower Reit (AMT)
Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index