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iShares S&P 500 Index shares owned by Ofc Financial Planning

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

Historical chart of Ofc 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 Ofc 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 Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 9.7k 669.30
2025-06-30 $6.0M 9.7k 620.90
2025-03-31 $5.5M 9.7k 561.90
2024-12-31 $5.7M 9.7k 588.68

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc 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