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

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $886k 1.3k 671.85
2025-06-30 $832k 1.3k 630.77

More positions owned by RMG Wealth Management

Schwab Us Large Cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG 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