iShares S&P 500 Index shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff 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 Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $222k | 465 | 477.94 |
| 2023-09-30 | $196k | 455 | 429.71 |
| 2023-06-30 | $66k | 148 | 445.71 |
| 2023-03-31 | $61k | 148 | 411.08 |
| 2022-12-31 | $91k | 238 | 384.21 |
| 2022-09-30 | $85k | 238 | 357.14 |
| 2022-06-30 | $90k | 238 | 378.15 |
| 2022-03-31 | $108k | 238 | 453.78 |
| 2021-12-31 | $114k | 238 | 478.99 |
| 2021-09-30 | $16k | 58 | 275.86 |
| 2021-06-30 | $16k | 58 | 275.86 |
| 2021-03-31 | $16k | 58 | 275.86 |
| 2020-12-31 | $16k | 58 | 275.86 |
| 2020-09-30 | $16k | 58 | 275.86 |
| 2020-06-30 | $16k | 58 | 275.86 |
| 2020-03-31 | $16k | 58 | 275.86 |
| 2019-12-31 | $16k | 58 | 275.86 |
| 2019-09-30 | $16k | 58 | 275.86 |
| 2019-06-30 | $16k | 58 | 275.86 |
| 2019-03-31 | $16k | 58 | 275.86 |
| 2018-12-31 | $4.0k | 14 | 285.71 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning