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iShares S&P 500 Index shares owned by Mid-American Wealth Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mid-American Wealth Advisory Group from 13F filings

Historical chart of Mid-American Wealth Advisory Group 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 Mid-American Wealth Advisory Group 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 Mid-American Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $508k 966 525.73
2023-12-31 $528k 1.1k 477.63
2023-09-30 $463k 1.1k 434.21
2023-06-30 $6.0M 13k 448.29
2022-03-31 $4.4M 9.8k 453.70
2021-12-31 $1.8M 3.7k 476.95

More positions owned by Mid-American Wealth Advisory Group

Ishares Tr Ibonds 24 Trm Hg (IBHD)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Us Larcp B20 Mar (MARW)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Cambria Etf Tr Tail Risk (TAIL)
Vanguard Specialized Funds Div App Etf (VIG)
Verizon Communications (VZ)
Ishares Tr Mortge Rel Etf (REM)
Bristol Myers Squibb (BMY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Cisco Systems (CSCO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Mid-American Wealth Advisory Group

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
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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