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iShares S&P 500 Index shares owned by WLTH Capital Management

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

Historical chart of WLTH Capital Management 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 WLTH Capital Management 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 WLTH Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 15k 684.78

More positions owned by WLTH Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for WLTH Capital Management

Top funds holding iShares S&P 500 Index

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View all funds holding iShares S&P 500 Index