iShares S&P 500 Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 4.4k | 525.76 |
| 2023-12-31 | $2.1M | 4.4k | 477.70 |
| 2023-09-30 | $1.7M | 4.1k | 429.53 |
| 2023-06-30 | $1.8M | 4.1k | 445.70 |
| 2023-03-31 | $1.7M | 4.0k | 411.10 |
| 2022-12-31 | $1.6M | 4.1k | 384.29 |
| 2022-09-30 | $1.5M | 4.1k | 358.76 |
| 2022-06-30 | $1.6M | 4.1k | 379.16 |
| 2022-03-31 | $1.9M | 4.2k | 453.72 |
| 2021-12-31 | $2.1M | 4.3k | 476.96 |
| 2021-09-30 | $1.9M | 4.3k | 430.76 |
| 2021-06-30 | $2.0M | 4.7k | 429.97 |
| 2021-03-31 | $1.9M | 4.7k | 397.77 |
| 2020-12-31 | $2.2M | 5.9k | 375.40 |
| 2020-09-30 | $2.0M | 5.9k | 336.11 |
| 2020-06-30 | $1.7M | 5.6k | 309.72 |
| 2020-03-31 | $1.5M | 5.7k | 258.39 |
| 2019-12-31 | $1.9M | 6.0k | 323.19 |
| 2019-09-30 | $1.8M | 6.0k | 298.57 |
| 2019-06-30 | $1.9M | 6.4k | 294.67 |
| 2019-03-31 | $1.9M | 6.6k | 284.56 |
| 2018-12-31 | $1.6M | 6.3k | 251.58 |
| 2018-09-30 | $1.8M | 6.3k | 292.70 |
| 2018-06-30 | $1.8M | 6.6k | 273.07 |
| 2018-03-31 | $1.9M | 7.1k | 265.40 |
| 2017-12-31 | $1.9M | 7.2k | 268.90 |
| 2017-09-30 | $1.8M | 7.2k | 252.91 |
| 2017-06-30 | $1.8M | 7.2k | 243.37 |
| 2017-03-31 | $1.7M | 7.3k | 237.23 |
| 2016-12-31 | $1.7M | 7.4k | 224.95 |
| 2016-09-30 | $1.6M | 7.4k | 217.52 |
| 2016-06-30 | $1.6M | 7.8k | 210.45 |
| 2016-03-31 | $1.6M | 7.9k | 206.64 |
| 2015-12-31 | $1.6M | 8.0k | 204.85 |
| 2015-09-30 | $1.5M | 7.9k | 192.69 |
| 2015-06-30 | $1.7M | 8.0k | 207.25 |
| 2015-03-31 | $1.7M | 8.3k | 207.88 |
| 2014-12-31 | $1.9M | 9.2k | 206.85 |
| 2014-09-30 | $1.9M | 9.6k | 198.23 |
| 2014-06-30 | $2.0M | 9.9k | 196.98 |
| 2014-03-31 | $2.0M | 11k | 188.13 |
| 2013-12-31 | $2.0M | 11k | 185.68 |
| 2013-09-30 | $2.6M | 15k | 168.94 |
| 2013-06-30 | $2.7M | 17k | 160.90 |
| 2012-12-31 | $2.4M | 17k | 143.13 |
| 2012-09-30 | $3.0M | 21k | 141.46 |
| 2012-06-30 | $3.1M | 23k | 136.73 |
| 2012-03-31 | $3.1M | 22k | 141.23 |
| 2011-12-31 | $15M | 120k | 125.96 |
| 2010-12-31 | $16M | 123k | 132.70 |