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iShares S&P 500 Index shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 2.4k 684.91
2025-09-30 $1.6M 2.4k 669.25
2025-06-30 $609k 980 620.98
2025-03-31 $483k 859 561.90
2024-12-31 $506k 859 588.68
2024-09-30 $501k 916 547.23
2024-06-30 $501k 916 547.23

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

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
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
Capula Management

View all funds holding iShares S&P 500 Index