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

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

Historical chart of RCS 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 RCS 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 18k 525.72
2023-12-31 $14M 30k 477.63
2023-09-30 $8.7M 20k 431.41
2023-06-30 $6.2M 14k 445.70
2023-03-31 $4.8M 12k 411.06
2022-12-31 $4.1M 11k 384.21

More positions owned by RCS Financial Planning

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for RCS Financial Planning

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
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