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iShares S&P 500 Index shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 2.9k 669.30
2025-06-30 $2.1M 3.3k 620.90
2025-03-31 $1.8M 49 37337.67

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood 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