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iShares S&P 500 Index shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Financial Life Planners 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 Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 41k 669.30
2025-06-30 $25M 39k 620.90
2025-03-31 $21M 37k 561.90
2024-12-31 $22M 37k 588.99

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

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