Wellington-altus Usa »

iShares S&P 500 Index shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $165k 253 653.21
2026-03-31 $264k 352 748.89
2025-12-31 $157k 229 684.94

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index