Nicholson Wealth Management Group »

iShares S&P 500 Index shares owned by Nicholson Wealth Management Group

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

Historical chart of Nicholson Wealth Management Group 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 Nicholson Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Nicholson Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 335 669.30
2025-06-30 $208k 335 620.90

More positions owned by Nicholson Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Perspective Therapeutics Com New (CATX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
United Bankshares (UBSI)
Broadcom (AVGO)
Procter & Gamble Company (PG)
AmerisourceBergen (COR)
General Dynamics Corporation (GD)
Pepsi (PEP)
Home Depot (HD)
L3harris Technologies (LHX)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)

View all positions for Nicholson Wealth Management Group

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