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

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

Historical chart of Significant 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 Significant 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 Significant Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $429k 764 561.90
2024-12-31 $284k 483 588.68

More positions owned by Significant Wealth Partners

Elevation Series Trust Trueshares Activ (ERNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Amazon (AMZN)
Proshares Tr Ultrapro Qqq (TQQQ)
Constellation Energy (CEG)
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ionis Pharmaceuticals (IONS)

View all positions for Significant Wealth Partners

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