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

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

Historical chart of Yukon 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 Yukon Wealth 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 Yukon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 42k 669.30
2025-06-30 $26M 42k 620.90
2025-03-31 $19M 35k 561.90

More positions owned by Yukon Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Amazon (AMZN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Mastercard Incorporated Cl A (MA)

View all positions for Yukon Wealth Management

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