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iShares S&P 500 Index shares owned by Sound View Wealth Advisors

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

Historical chart of Sound View Wealth Advisors 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 Sound View Wealth Advisors 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 Sound View Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $544k 1.9k 284.37
2018-12-31 $481k 1.9k 251.57

More positions owned by Sound View Wealth Advisors

Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Apple (AAPL)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Home Depot (HD)
Pfizer (PFE)
Exxon Mobil Corporation (XOM)
iShares Dow Jones Select Dividend (DVY)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Southern Company (SO)

View all positions for Sound View Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index