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iShares S&P 500 Index shares owned by Leading Edge Financial Planning

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

Historical chart of Leading Edge 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 Leading Edge 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 Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 382 526.11
2022-12-31 $347k 902 384.14

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfli High Yld (SPHY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Leading Edge Financial Planning

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index