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iShares S&P 500 Index shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 40k 477.64
2023-09-30 $22M 52k 429.43
2023-06-30 $20M 45k 445.58
2022-09-30 $2.0M 5.5k 358.14
2022-06-30 $208k 4.8k 43.42

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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