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iShares S&P 500 Index shares owned by Petersen Hastings Wealth Advisors

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

Historical chart of Petersen Hastings 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 Petersen Hastings 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 Petersen Hastings Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3M 7.0k 748.84
2026-03-31 $4.6M 7.1k 653.16

More positions owned by Petersen Hastings Wealth Advisors

Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Petersen Hastings Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index