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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
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)
Exxon Mobil Corporation (XOM)
Energy Transfer Com Ut Ltd Ptn (ET)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Listed Fd Tr Horizon Kinetics (INFL)
Alps Etf Tr Alerian Mlp (AMLP)
Union Pacific Corporation (UNP)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Arthur J. Gallagher & Co. (AJG)

View all positions for Reuter James Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index