Comprehensive Financial Planning »

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

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

Historical chart of Comprehensive 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 Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 6.0k 669.26
2025-06-30 $3.6M 5.9k 620.88
2025-03-31 $3.1M 5.5k 561.93
2024-12-31 $4.7M 8.0k 588.66

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
Apple (AAPL)
Facebook Inc cl a (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

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