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iShares S&P 500 Index shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative 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 Prevail Innovative 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 321 653.21
2025-03-31 $259k 461 561.90
2024-03-31 $318k 605 525.73

More positions owned by Prevail Innovative Wealth Advisors

J P Morgan Exchange Traded F Active Bond Etf (JBND)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Avantis Us Small (AVSC)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Janus Detroit Str Tr Henderson Income (JIII)
Ishares Tr 20+ Year Tr Bd (TLTW)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SJNK)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vaneck Etf Trust Commodity Stgy (PIT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)

View all positions for Prevail Innovative 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