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iShares S&P 500 Index shares owned by Wealth Group

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

Historical chart of Wealth Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $110M 191k 576.82
2024-06-30 $102M 187k 547.23
2024-03-31 $98M 186k 523.39
2023-12-31 $90M 182k 496.39

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
Ishares Ishares Tr Core Total Usd (IUSB)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Ishares Core S&p Mcp Etf (IJH)
Proshares S&p 500 Dv Arist (NOBL)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index