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

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

Historical chart of Waypoint 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 Waypoint 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 Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.2M 3.6k 620.90
2023-09-30 $322k 749 429.43
2021-03-31 $434k 1.1k 398.17

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Rubrik Cl A (RBRK)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust International (DFSI)

View all positions for Waypoint Wealth Partners

Top funds holding iShares S&P 500 Index

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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
LPL Financial

View all funds holding iShares S&P 500 Index