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iShares S&P 500 Index shares owned by Mallini Complete Financial Planning

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

Historical chart of Mallini Complete 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 Mallini Complete 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 Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 800 669.30
2025-06-30 $497k 800 620.90
2025-03-31 $450k 800 561.90
2024-12-31 $471k 800 588.68

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Ares Capital Corp Cef (ARCC)
Apple Stock (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Guggenheim Strategic Opportun Com Sbi Cef (GOF)
Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index