Wealth Watch Advisors »

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

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

Historical chart of Wealth Watch 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 Wealth Watch Advisors 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 Watch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $591k 883 669.30
2025-06-30 $682k 1.1k 620.90

More positions owned by Wealth Watch Advisors

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Listed Fds Tr Spear Alpha Etf (SPRX)

View all positions for Wealth Watch Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index