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iShares S&P 500 Index shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth 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 Valued Wealth 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $345k 598 577.08
2024-06-30 $223k 408 546.96
2024-03-31 $214k 407 525.32

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index