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iShares S&P 500 Index shares owned by Arnold Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arnold Financial Planning from 13F filings

Historical chart of Arnold Financial Planning 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 Arnold Financial Planning 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 Arnold Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $749k 1.0k 748.89

More positions owned by Arnold Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Series Trust ST STR SP600SM C (SLYV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Arnold Financial Planning

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index