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iShares S&P 500 Index shares owned by Torrey-Payne Wealth Management

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

Historical chart of Torrey-Payne 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 Torrey-Payne 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 Torrey-Payne Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 5.9k 695.89

More positions owned by Torrey-Payne Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Tema Etf Trust Electrification (VOLT)
Walt Disney Company (DIS)

View all positions for Torrey-Payne Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index