Elser Financial Planning »

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $201k 367 547.23

More positions owned by Elser Financial Planning

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Discover Financial Services (DFS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust International (DFSI)

View all positions for Elser Financial Planning

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
FMR
LPL Financial

View all funds holding iShares S&P 500 Index