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iShares S&P 500 Index shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters 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 Great Waters 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $696k 1.3k 525.67
2023-12-31 $625k 1.3k 471.18
2023-09-30 $563k 1.3k 431.46
2023-06-30 $580k 1.3k 445.81
2023-03-31 $539k 1.3k 413.89
2022-12-31 $524k 1.3k 402.22

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

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