Wealth Care »

iShares S&P 500 Index shares owned by Wealth Care

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

Historical chart of Wealth Care 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 Wealth Care consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Wealth Care

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 5.4k 653.17

More positions owned by Wealth Care

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wealth Care

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index