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iShares S&P 500 Index shares owned by Veridan Wealth

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

Historical chart of Veridan Wealth 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 Veridan Wealth 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 Veridan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 565 669.27
2024-06-30 $364k 586 621.15

More positions owned by Veridan Wealth

Mr Cooper Group
Wells Fargo & Company (WFC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard World Mega Cap Val Etf (MGV)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Msci Intl Moment (IMTM)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Veridan Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index