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iShares S&P 500 Index shares owned by Spartan Wealth Advisory Services

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

Historical chart of Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 2.9k 653.12

More positions owned by Spartan Wealth Advisory Services

Micron Technology (MU)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
Western Digital (WDC)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Spartan Wealth Advisory Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index