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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
2024-03-31 $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 Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis All Eqt (AVGV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis All Eqt (AVGE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Meredith Wealth Planning

Top funds holding iShares S&P 500 Index

Creative Planning
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Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index