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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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $610k 934 653.21
2025-12-31 $584k 852 684.95
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 State Street Spd (BIL)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Graniteshares Platinum Tr Shs Ben Int (PLTM)
Ishares Gold Tr Ishares New (IAU)
Tidal Trust I Zega Buy And Hed (ZHDG)
First Tr Exchange-traded Vest Laddered (ACYN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

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
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index