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iShares S&P 500 Index shares owned by Asset Planning

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

Historical chart of Asset 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 Asset 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 Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 22 664.00
2025-06-30 $14k 22 614.18
2025-03-31 $12k 22 554.09
2024-12-31 $13k 22 578.68

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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