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iShares S&P 500 Index shares owned by Walden Wealth Partners

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

Historical chart of Walden Wealth Partners 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 Walden Wealth Partners 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 Walden Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $796k 1.5k 547.31
2024-03-31 $683k 1.3k 515.54
2023-12-31 $632k 1.3k 477.77

More positions owned by Walden Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Walden Wealth Partners

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