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iShares S&P 500 Index shares owned by TradeWell Securities

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

Historical chart of TradeWell Securities 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 TradeWell Securities 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 TradeWell Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 12k 671.82
2025-06-30 $7.5M 12k 620.90
2025-03-31 $6.7M 12k 561.91
2024-12-31 $7.2M 12k 588.68

More positions owned by TradeWell Securities

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Finls Alphadex (FXO)
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)
Amazon (AMZN)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Nucor Corporation (NUE)

View all positions for TradeWell Securities

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index