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iShares S&P 500 Index shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner 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 Valtinson Bruner 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 353 577.31
2021-12-31 $201k 422 476.30
2021-09-30 $204k 450 453.33

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index