Michael A. Dubis Financial Planning »

iShares S&P 500 Index shares owned by Michael A. Dubis Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Michael A. Dubis Financial Planning from 13F filings

Historical chart of Michael A. Dubis 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 Michael A. Dubis 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 Michael A. Dubis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $639k 1.1k 561.90

More positions owned by Michael A. Dubis Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Index (MGC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Michael A. Dubis 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