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iShares S&P 500 Index shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 1.3k 669.39
2022-03-31 $335k 703 476.53
2021-09-30 $272k 631 431.06

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

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