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iShares S&P 500 Index shares owned by Palatine Hill Wealth Management

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

Historical chart of Palatine Hill 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 Palatine Hill 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 Palatine Hill Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $42M 61k 684.94

More positions owned by Palatine Hill Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Rivernorth Cap And Incm Cef (RSF)
Ark 21shares Bitcoin Etf Etf (ARKB)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Apple Stock (AAPL)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Tesla Stock (TSLA)
Ishares Ethereum Trust Etf Etf (ETHA)
Microsoft Corp Stock (MSFT)
Bitwise Bitcoin Etf Trust Etf (BITB)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Palatine Hill Wealth Management

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