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

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 4.3k 576.82
2024-06-30 $2.5M 4.6k 547.23
2024-03-31 $2.7M 5.1k 525.73
2023-12-31 $2.5M 5.3k 477.63

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)

View all positions for StoneCrest Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index