Puff Wealth Management »

iShares S&P 500 Index shares owned by Puff Wealth Management

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

Historical chart of Puff Wealth Management 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 Puff Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 524 669.02
2025-06-30 $325k 523 620.96
2024-12-31 $203k 345 589.39

More positions owned by Puff Wealth Management

Apple (AAPL)
Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Series Trust Portfli Intrmdit (SPTI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ea Series Trust Ea Astoria Dynmc (AGGA)
First Tr Exchange-traded No Amer Energy (EMLP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ea Series Trust Astoria Us Equal (ROE)
Investment Managers Ser Tr I Astoria Real (PPI)

View all positions for Puff Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index