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iShares S&P 500 Index shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $515k 941 547.23
2024-03-31 $523k 994 525.73

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

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