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iShares S&P 500 Index shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies 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 Nvest Wealth Strategies 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 Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.6k 14 685.00

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Spdr Series Trust State Street Spd (SLYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal
NVIDIA Corporation (NVDA)

View all positions for Nvest Wealth Strategies

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index