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iShares S&P 500 Index shares owned by United Wealth Management

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

Historical chart of United 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 United 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 United Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 356 670.19
2025-06-30 $201k 323 621.81

More positions owned by United Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for United Wealth Management

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