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

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

Historical chart of Semus 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 Semus 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 Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 13k 477.63
2023-09-30 $5.2M 12k 429.45
2023-06-30 $4.9M 11k 445.72
2023-03-31 $4.3M 10k 411.10
2022-12-31 $4.1M 11k 384.21

More positions owned by Semus Wealth Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Johnson & Johnson (JNJ)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Semus Wealth Partners

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index