Revisor Wealth Management »

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

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

Historical chart of Revisor 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 Revisor 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $871k 1.5k 576.86
2024-03-31 $378k 753 501.37
2023-09-30 $219k 509 429.48
2023-03-31 $219k 532 411.08

More positions owned by Revisor Wealth Management

Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Em Mkts Div Etf (DVYE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Ser Tr Portfli High Yld (SPHY)
Dbx Etf Tr Xtrack Usd High (HYLB)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

View all positions for Revisor Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index