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iShares S&P 500 Index shares owned by Meredith Wealth Planning

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

Historical chart of Meredith Wealth 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 Meredith Wealth 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 Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 403 576.26
2024-06-30 $220k 401 547.29
2024-03-31 $239k 455 526.03
2023-12-31 $221k 463 477.22

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis All Eqt (AVGV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Intl Moment (IMTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Meredith Wealth Planning

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index