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iShares S&P 500 Index shares owned by Viawealth

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

Historical chart of Viawealth 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 Viawealth 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 Viawealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $504k 1.1k 477.68
2023-09-30 $636k 1.5k 429.36
2023-06-30 $741k 1.7k 445.92
2023-03-31 $682k 1.7k 411.03
2022-12-31 $452k 1.2k 389.56

More positions owned by Viawealth

Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Gra (GGG)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amgen (AMGN)
Bank of America Corporation (BAC)

View all positions for Viawealth

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index