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iShares S&P 500 Index shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 294 694.66

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Invesco Exchange Traded Fd T Water Res Etf (PHO)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Caterpillar (CAT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Goldman Sachs (GS)
Uber Technologies (UBER)
Crowdstrike Hldgs Cl A (CRWD)
Apple (AAPL)
Emerson Electric (EMR)
Microsoft Corporation (MSFT)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
Capula Management

View all funds holding iShares S&P 500 Index