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iShares S&P 500 Index shares owned by PUREfi Wealth

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

Historical chart of PUREfi 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 PUREfi 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 6.4k 669.31
2025-06-30 $3.2M 5.2k 620.91
2025-03-31 $2.3M 4.0k 561.91
2024-12-31 $2.2M 3.8k 588.69

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Apple (AAPL)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Oracle Corporation (ORCL)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
JPMorgan Chase & Co. (JPM)

View all positions for PUREfi Wealth

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