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iShares S&P 500 Index shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9B 5.5M 525.73
2023-12-31 $2.4B 5.1M 477.63
2023-09-30 $2.1B 4.8M 429.43
2023-06-30 $1.5B 3.4M 445.71
2023-03-31 $1.4B 3.4M 411.08
2022-12-31 $1.4B 3.4M 402.47
2022-09-30 $1.1B 3.1M 364.30
2022-06-30 $1.1B 2.8M 390.64
2022-03-31 $1.2B 2.6M 458.73
2021-12-31 $1.1B 2.6M 449.82
2021-09-30 $1.2B 2.6M 457.78
2021-06-30 $1.1B 2.5M 436.57
2021-03-31 $989M 2.4M 407.60
2020-12-31 $813M 2.2M 377.10
2020-09-30 $707M 2.0M 353.69
2020-06-30 $2.0M 9.5k 205.00
2020-03-31 $446M 1.6M 286.66
2019-12-31 $268M 829k 323.26
2019-09-30 $230M 771k 297.97
2019-06-30 $224M 739k 303.22
2019-03-31 $187M 635k 294.84
2018-12-31 $160M 597k 268.07
2018-09-30 $160M 596k 268.47
2018-06-30 $151M 537k 280.44
2018-03-31 $135M 503k 269.03
2017-12-31 $127M 454k 279.91
2017-09-30 $105M 409k 256.11
2017-06-30 $93M 380k 243.66
2017-03-31 $79M 335k 236.18
2016-12-31 $68M 300k 225.00
2016-09-30 $52M 237k 216.89
2016-06-30 $40M 188k 210.50
2016-03-31 $32M 154k 206.79
2015-12-31 $18M 88k 204.87
2015-09-30 $12M 60k 202.35
2015-06-30 $14M 67k 207.23
2015-03-31 $12M 57k 207.84
2014-12-31 $12M 57k 206.87

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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