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

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

Historical chart of Elser 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 Elser 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 Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $463k 688 672.50
2025-06-30 $427k 688 620.90
2025-03-31 $388k 691 561.90
2024-12-31 $220k 373 588.68
2024-09-30 $215k 373 576.82
2024-06-30 $201k 367 547.23

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Brown & Brown (BRO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Johnson & Johnson (JNJ)
Amazon (AMZN)
First Tr Exchange-traded SHS (QTEC)

View all positions for Elser 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