Wela Strategies »

iShares S&P 500 Index shares owned by Wela Strategies

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

Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies

Quarter filed Position value Share count Share price at filing
2017-06-30 $23M 94k 243.42

More positions owned by Wela Strategies

iShares S&P 500 Index (IVV)
iShares MSCI EAFE Index Fund (EFA)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Short-term High Yield mf (SJNK)
Vanguard Short-Term Bond ETF (BSV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Bond Market ETF (BND)
Vanguard Emerging Markets ETF (VWO)
SPDR S&P Dividend (SDY)
Ubs Ag Jersey Brh Alerian Infrst
Technology SPDR (XLK)
Financial Select Sector SPDR (XLF)
Energy Select Sector SPDR (XLE)

View all positions for Wela Strategies

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index