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iShares S&P 500 Index shares owned by Compass Planning Associates

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

Historical chart of Compass Planning Associates 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 Compass Planning Associates 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 Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $513k 767 669.12
2025-06-30 $475k 765 621.15
2025-03-31 $429k 764 561.73
2024-12-31 $401k 681 588.26

More positions owned by Compass Planning Associates

Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Planning Associates

Top funds holding iShares S&P 500 Index

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