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iShares S&P 500 Index shares owned by StrongBox Wealth

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

Historical chart of StrongBox Wealth 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 StrongBox Wealth 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 StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $84k 112 748.89
2024-06-30 $412k 753 547.30

More positions owned by StrongBox Wealth

Jpmorgan Ultra-short Income Etf Shs Ben Int (JPST)
Ishares 1-3 Year Treasury Bond Etf Shs Ben Int (SHY)
Alphabet Inc Class A cs (GOOGL)
Capital Group International Equity Etf Shs Ben Int (CGIE)
Invesco Qqq Trust Series I Shs Ben Int (QQQ)
Ishares Msci Usa Quality Factor Etf Shs Ben Int (QUAL)
Ishares Core S&p Mid-cap Etf Shs Ben Int (IJH)
Broadcom (AVGO)
Eaton (ETN)
JPMorgan Chase & Co. (JPM)
Visa (V)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
State Street Real Estate Select Sector Spdr Etf Shs Ben Int (XLRE)
Raytheon Technologies Corp (RTX)

View all positions for StrongBox Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index