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iShares S&P 500 Index shares owned by Retirement Solution

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

Historical chart of Retirement Solution 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 Retirement Solution 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 Retirement Solution

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 411 684.81

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Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us High Profitab (DUHP)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
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Dimensional Etf Trust Emerging Markets (DFSE)
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AES Corporation (AES)
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View all positions for Retirement Solution

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index