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iShares S&P 500 Index shares owned by Landmark Wealth Management

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

Historical chart of Landmark Wealth Management 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 Landmark Wealth Management 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 10k 525.74
2023-12-31 $4.9M 10k 477.64
2023-09-30 $4.4M 10k 429.40
2023-03-31 $4.5M 11k 411.10
2022-12-31 $4.3M 11k 384.23
2022-09-30 $4.5M 13k 358.63
2022-03-31 $5.9M 13k 453.68
2021-12-31 $6.0k 12k 0.49

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T Rowe Price Etf Total Return Etf (TOTR)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Landmark Wealth Management

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