Yardley Wealth Management »

iShares S&P 500 Index shares owned by Yardley Wealth Management

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

Historical chart of Yardley Wealth 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 Yardley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Yardley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 478 577.41

More positions owned by Yardley Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Global Real Est (DFGR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Yardley Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index