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

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

Historical chart of Urban 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 Urban 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 Urban Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 3.5k 684.91
2020-12-31 $8.3M 22k 375.38

More positions owned by Urban Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Microsoft Corporation (MSFT)
Strategy Gold Enhanced Et (GOLY)
CVS Caremark Corporation (CVS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Infrastruc (IFRA)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Flexshares Tr Iboxx 5yr Trgt (TDTF)

View all positions for Urban Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index