Daymark Wealth Partners »

iShares S&P 500 Index shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 8.6k 477.65
2023-09-30 $3.9M 9.1k 429.43
2023-06-30 $3.2M 7.1k 445.72
2023-03-31 $1.4M 3.3k 411.08
2022-12-31 $757k 2.0k 384.21

More positions owned by Daymark Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amgen (AMGN)
Alphabet Cap Stk Cl A (GOOGL)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
Us Bancorp Del Com New (USB)
Exxon Mobil Corporation (XOM)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuilders I (BBIN)

View all positions for Daymark Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index