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

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

Historical chart of Penobscot 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 Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 294 685.00

More positions owned by Penobscot Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Series Trust State Street Spd (SPYV)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index