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iShares S&P 500 Index shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors 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 Perspective Wealth Advisors 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7M 8.8k 653.22

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index