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iShares S&P 500 Index shares owned by Petros Family Wealth

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

Historical chart of Petros Family Wealth 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 Petros Family Wealth 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 Petros Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $255k 433 588.68

More positions owned by Petros Family Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Blackrock (BLK)
Cisco Systems (CSCO)
Ishares Tr Russell 2000 Etf (IWM)
Stryker Corporation (SYK)
Costco Wholesale Corporation (COST)
Amazon (AMZN)

View all positions for Petros Family Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index