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iShares S&P 500 Index shares owned by Westfuller Advisors

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

Historical chart of Westfuller 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 Westfuller 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 Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.5M 16k 588.68
2024-09-30 $8.3M 15k 576.84

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard World Esg Intl Stk Etf (VSGX)
Tidal Trust Iii Ywca Womens Etf (WOMN)
NVIDIA Corporation (NVDA)
Investment Managers Ser Tr I Axs Change Finan (CHGX)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Westfuller Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index