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

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

Historical chart of Opes 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 Opes 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 Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 406 576.82
2024-06-30 $222k 406 547.23
2023-06-30 $251k 562 445.71

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Opes Wealth Management

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