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iShares S&P 500 Index shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal 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 Vestia Personal 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $599k 895 669.21
2025-06-30 $552k 888 621.10
2025-03-31 $508k 904 562.16
2024-12-31 $517k 878 588.62
2024-09-30 $516k 895 576.81
2024-06-30 $487k 889 547.30

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

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