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iShares S&P 500 Index shares owned by Financial Planning Fort Collins

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

Historical chart of Financial Planning Fort Collins 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 Planning Fort Collins 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 Planning Fort Collins

Quarter filed Position value Share count Share price at filing
2026-03-31 $479k 668 717.28

More positions owned by Financial Planning Fort Collins

NVIDIA Corporation Put Option (NVDA)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds State Street Spd (SPEM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Merrimack Str Tr Systematic Mun (FMUN)

View all positions for Financial Planning Fort Collins

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index