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iShares S&P 500 Index shares owned by NDWM

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

Historical chart of NDWM 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 NDWM 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 NDWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 67k 669.30
2025-06-30 $42M 67k 620.90
2025-03-31 $37M 66k 561.90
2024-12-31 $41M 69k 588.68
2024-09-30 $40M 70k 576.82
2024-06-30 $38M 70k 547.23
2024-03-31 $36M 69k 525.73
2023-12-31 $32M 67k 477.62

More positions owned by NDWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Calif Mun Bd Etf (CMF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Select Sector Spdr Tr Technology (XLK)
Servicenow (NOW)

View all positions for NDWM

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