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iShares S&P 500 Index shares owned by Green Ridge Wealth Planning

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

Historical chart of Green Ridge Wealth 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 Green Ridge Wealth 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 Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $991k 1.4k 685.01

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth Planning

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index