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

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

Historical chart of SK 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 SK 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 SK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 9.6k 674.49
2025-06-30 $4.9M 7.7k 627.03
2025-03-31 $2.2M 4.3k 516.37
2024-12-31 $2.5M 4.2k 588.68
2024-09-30 $2.2M 3.7k 597.53

More positions owned by SK Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Flexshares Tr Stox Gbl Esg Slt (ESGG)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ssga Active Tr Spdr Blackstone (HYBL)
Fidelity Covington Trust Fundamental Smal (FFSM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for SK Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index