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iShares S&P 500 Index shares owned by Leading Edge Financial Planning

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

Historical chart of Leading Edge 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 Leading Edge 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 Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 417 577.20
2024-06-30 $209k 382 547.63
2024-03-31 $201k 382 526.11
2022-12-31 $347k 902 384.14

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Global Reit Etf (REET)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Portfli High Yld (SPHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Leading Edge 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