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

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

Historical chart of Lynch Investment 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 Lynch Investment 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 Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $295k 451 653.24

More positions owned by Lynch Investment Planning

Pimco Etf Tr Active Bd Etf (BOND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lynch Investment Planning

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index