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

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

Historical chart of Pillar 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 Pillar 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 Pillar Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 9.1k 477.61
2023-09-30 $2.5M 5.7k 429.43
2023-06-30 $1.9M 4.3k 445.71
2023-03-31 $399k 971 411.08

More positions owned by Pillar Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pillar Wealth Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index