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iShares S&P 500 Index shares owned by BWM Planning

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

Historical chart of BWM 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 BWM 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 18k 588.67
2024-09-30 $11M 19k 576.81

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for BWM Planning

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index