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iShares S&P 500 Index shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $42M 64k 653.22

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

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