Schwallier Wealth Management »

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

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

Historical chart of Schwallier 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 Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 406 669.92
2025-06-30 $252k 405 621.22

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Schwallier 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