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

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

Historical chart of Rolek 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 Rolek 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 Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 578 669.14
2025-06-30 $359k 578 620.49
2025-03-31 $268k 495 540.61
2024-12-31 $287k 488 588.68

More positions owned by Rolek Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Oscar Health Cl A (OSCR)

View all positions for Rolek Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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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