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

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

Historical chart of OneAscent 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 OneAscent 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 308 669.30
2023-12-31 $203k 426 476.53
2022-03-31 $380k 838 453.46
2021-03-31 $208k 524 396.95
2020-12-31 $1.4M 3.7k 375.27

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

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