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

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

Historical chart of Sentinel 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 Sentinel 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 Sentinel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $519k 775 669.30
2025-06-30 $506k 815 620.86

More positions owned by Sentinel Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
American Centy Etf Tr Real Estate Etf (AVRE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Sentinel Wealth Management

Top funds holding iShares S&P 500 Index

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Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
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View all funds holding iShares S&P 500 Index