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

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

Historical chart of Xena 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 Xena 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 Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 534 684.94

More positions owned by Xena Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

Top funds holding iShares S&P 500 Index

BlackRock
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Royal Bank of Canada
Wells Fargo & Company
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NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index