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

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 357 669.56

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Applovin Corp Com Cl A (APP)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Shelton Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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Royal Bank of Canada
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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