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iShares S&P 500 Index shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management 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 Waterway Wealth Management 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 47k 525.73
2023-12-31 $23M 48k 477.63

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

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