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iShares S&P 500 Index shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management 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 Total Wealth Planning & Management 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 409 653.21

More positions owned by Total Wealth Planning & Management

Cheniere Energy Com New (LNG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
FactSet Research Systems (FDS)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Pfizer Put Option (PFE)
At&t Put Option (T)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)

View all positions for Total Wealth Planning & Management

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