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iShares S&P 500 Index shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners 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 Uniting Wealth Partners 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 Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 589 669.30

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

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