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iShares S&P 500 Index shares owned by TLWM

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

Historical chart of TLWM 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 TLWM 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 TLWM

Quarter filed Position value Share count Share price at filing
2026-06-30 $473k 632 748.89

More positions owned by TLWM

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds 27 Etf (IBDS)
Tesla Motors (TSLA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for TLWM

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