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iShares S&P 500 Index shares owned by EnRich Financial Partners

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

Historical chart of EnRich Financial Partners 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 EnRich Financial Partners 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 EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 375 576.82
2024-06-30 $279k 510 547.23
2024-03-31 $268k 509 525.73

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

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