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iShares S&P 500 Index shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 12k 658.07
2025-12-31 $6.9M 10k 684.97
2025-09-30 $8.1M 13k 620.92
2025-06-30 $8.1M 13k 620.92
2025-03-31 $2.0M 3.6k 561.90

More positions owned by XY Planning Network

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index