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

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

Historical chart of USAdvisors 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 USAdvisors 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $774k 1.3k 588.15
2024-09-30 $730k 1.3k 573.45
2024-06-30 $643k 1.2k 546.77
2024-03-31 $556k 1.1k 525.02
2023-12-31 $551k 1.2k 477.47
2023-09-30 $426k 993 429.00
2023-06-30 $405k 908 446.04
2023-03-31 $436k 1.1k 410.93
2022-12-31 $406k 1.1k 384.11
2022-09-30 $338k 941 359.19
2022-06-30 $459k 1.2k 379.03
2022-03-31 $579k 1.3k 453.76
2021-12-31 $597k 1.3k 477.60
2021-09-30 $627k 1.5k 431.22
2021-06-30 $610k 1.4k 429.58
2020-12-31 $221k 590 374.58

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Invesco S&p 500 Momentum Etf Spmo (SPMO)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Ishares Global 100 Etf Global 100 Etf (IOO)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (dfac) (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Columbia Research Enhanced Cr Etf Recs (RECS)
Ishares Core S&p Us Value Etf Core S&p Usvlu (iusv) (IUSV)

View all positions for USAdvisors Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index