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iShares S&P 500 Index shares owned by White & Co Financial Planning

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

Historical chart of White & Co 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 White & Co 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 424 669.30
2025-06-30 $286k 463 617.46
2025-03-31 $294k 527 558.12
2024-12-31 $369k 626 588.68

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index