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iShares S&P 500 Index shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth 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 Wisconsin Wealth 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 Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 489 684.94
2025-09-30 $327k 489 669.30

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
Broadcom (AVGO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index