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

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

Historical chart of Wealth Enhancement Trust 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 Trust 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 Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 11k 684.94

More positions owned by Wealth Enhancement Trust Services

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index