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iShares S&P 500 Index shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James 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 Reuter James Wealth Management 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 Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $788k 1.2k 669.14
2025-06-30 $706k 1.1k 620.77
2025-03-31 $612k 1.1k 561.78
2024-12-31 $662k 1.1k 588.55
2024-09-30 $670k 1.2k 576.70
2021-12-31 $19M 39k 476.98

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Exxon Mobil Corporation (XOM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Reuter James 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