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iShares S&P 500 Index shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 287 749.10
2023-09-30 $292k 680 429.35

More positions owned by WPWealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for WPWealth

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index