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iShares S&P 500 Index shares owned by Widmann Financial Services

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

Historical chart of Widmann Financial Services 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 Widmann Financial Services 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 Widmann Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 313 684.94
2024-06-30 $166k 304 547.23
2022-09-30 $244k 680 358.65
2021-12-31 $15k 32 468.75

More positions owned by Widmann Financial Services

Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Exxon Mobil Corporation (XOM)
International Business Machines (IBM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Raytheon Technologies Corp (RTX)

View all positions for Widmann Financial Services

Top funds holding iShares S&P 500 Index

BlackRock
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Royal Bank of Canada
Wells Fargo & Company
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CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index