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iShares S&P 500 Index shares owned by Winnow Wealth

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

Historical chart of Winnow Wealth 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 Winnow Wealth 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 Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 91 670.00
2025-03-31 $51k 91 559.40
2024-12-31 $53k 91 586.05

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

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