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iShares S&P 500 Index shares owned by Watts Gwilliam & Co

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

Historical chart of Watts Gwilliam & Co 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 Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2.5k 576.01
2024-03-31 $567k 1.1k 526.11

More positions owned by Watts Gwilliam & Co

NVIDIA Corporation (NVDA)
Apple (AAPL)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Intel Corporation (INTC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ensign (ENSG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Watts Gwilliam & Co

Top funds holding iShares S&P 500 Index

BlackRock
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Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
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Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index