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

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

Historical chart of Orca 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 Orca 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 Orca Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $425k 568 748.23

More positions owned by Orca Wealth Management

Apple Stock (AAPL)
Micron Technology Stock (MU)
Cisco Systems Stock (CSCO)
Old Republic Intl Corp Stock (ORI)
Astrazeneca Stock (AZN)
Rtx Corp Stock (RTX)
Qualcomm Stock (QCOM)
Broadcom Stock (AVGO)
Philip Morris International Stock (PM)
Jpmorgan Chase & Co Stock (JPM)
British Amern Tob Stock (BTI)
Exxon Mobil Corp Xxx Stock (XOM)
Chubb Stock (CB)
Alphabet Inc Non Voting Cap Stk Cl C Stock (GOOG)
Caterpillar Stock (CAT)

View all positions for Orca Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index