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iShares S&P 500 Index shares owned by WPG Advisers

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

Historical chart of WPG Advisers 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 WPG Advisers 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 WPG Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 9.7k 669.30

More positions owned by WPG Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sila Realty Trust Common Stock (SILA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WPG Advisers

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