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iShares S&P 500 Index shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 4.6k 525.74
2023-12-31 $1.6M 3.3k 477.61

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Northwest Financial 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