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iShares S&P 500 Index shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies 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 Unique Wealth Strategies 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 Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 19k 525.73
2024-03-31 $10M 19k 525.73

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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