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iShares S&P 500 Index shares owned by Keener Financial Planning

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

Historical chart of Keener Financial 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 Keener Financial 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 Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $973k 1.7k 576.42
2024-06-30 $923k 1.7k 546.80
2024-03-31 $888k 1.7k 526.07
2023-12-31 $776k 1.6k 477.83

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Keener Financial Planning

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index