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iShares S&P 500 Index shares owned by Reality Financial Planning Services

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

Historical chart of Reality Financial Planning Services 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 Reality Financial Planning Services 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 Reality Financial Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4M 13k 653.21

More positions owned by Reality Financial Planning Services

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Utilities Etf (VPU)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SDY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Select Divid Etf (DVY)

View all positions for Reality Financial Planning Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index