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

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

Historical chart of VCI 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 VCI 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 VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $757k 1.3k 588.68
2024-09-30 $697k 1.2k 576.82
2024-06-30 $671k 1.2k 547.33
2024-03-31 $531k 1.0k 525.73
2023-12-31 $558k 1.2k 477.63

More positions owned by VCI Wealth Management

Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for VCI 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