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iShares S&P 500 Index shares owned by Rockport Wealth

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

Historical chart of Rockport 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 Rockport 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 Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.7k 669.30
2025-06-30 $893k 1.4k 620.72
2024-12-31 $607k 1.0k 588.43
2024-09-30 $542k 940 576.93
2024-03-31 $367k 698 525.72

More positions owned by Rockport Wealth

First Tr Exchange-traded SHS (FDL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Intuitive Surgical Com New (ISRG)
Ea Series Trust Strive Enhanced (BUXX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Vaneck Etf Trust Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR SM CP GR (ISCG)
Amazon (AMZN)
First Tr Exchange Traded Hlth Care Alph (FXH)
Celestica (CLS)
Netflix (NFLX)

View all positions for Rockport 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