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iShares S&P 500 Index shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private 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 Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 14k 669.30
2025-06-30 $12M 19k 620.90
2025-03-31 $489k 870 561.90

More positions owned by Perissos Private Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private 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