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iShares S&P 500 Index shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners 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 Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $182M 352k 515.99
2025-09-30 $193M 375k 514.40
2025-06-30 $170M 360k 471.27
2024-12-31 $139M 322k 431.18

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Sagespring Wealth Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index