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iShares S&P 500 Index shares owned by Sequent Planning

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

Historical chart of Sequent 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 Sequent 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $824k 1.6k 525.80

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Sp Smcp600vl Etf (IJS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pepsi (PEP)

View all positions for Sequent Planning

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