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iShares S&P 500 Index shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private 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 Watershed Private 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 60k 477.62
2023-09-30 $24M 55k 429.43
2023-06-30 $25M 56k 445.71
2023-03-31 $21M 51k 411.08
2022-12-31 $18M 47k 384.21

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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