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

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

Historical chart of Townsend 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 Townsend 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 Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $26M 40k 653.21

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend Financial Planning

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