iShares S&P 500 Index shares owned by Abacus Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Abacus Planning Group
from 13F filings
Historical chart of Abacus Planning Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Abacus Planning Group 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 Abacus Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 14k | 669.28 |
| 2025-06-30 | $13M | 21k | 620.90 |
| 2025-03-31 | $7.7M | 14k | 561.91 |
| 2024-12-31 | $8.0M | 14k | 588.69 |
| 2024-09-30 | $7.9M | 14k | 576.83 |
| 2024-06-30 | $7.4M | 14k | 547.24 |
| 2024-03-31 | $7.2M | 14k | 525.73 |
| 2023-12-31 | $6.6M | 14k | 477.63 |
| 2023-09-30 | $5.9M | 14k | 429.43 |
| 2023-06-30 | $6.2M | 14k | 445.71 |
| 2023-03-31 | $5.7M | 14k | 411.08 |
| 2022-12-31 | $5.3M | 14k | 384.21 |
| 2022-09-30 | $4.8M | 13k | 358.64 |
| 2022-06-30 | $5.0M | 13k | 379.17 |
| 2022-03-31 | $6.1M | 13k | 453.67 |
| 2021-12-31 | $6.4M | 13k | 476.98 |
| 2021-09-30 | $5.8M | 14k | 430.79 |
| 2021-06-30 | $5.8M | 14k | 429.91 |
| 2021-03-31 | $5.4M | 14k | 397.82 |
| 2020-12-31 | $5.1M | 14k | 375.42 |
| 2020-09-30 | $4.6M | 14k | 336.09 |
| 2020-06-30 | $4.7M | 15k | 309.67 |
| 2020-03-31 | $4.2M | 16k | 258.40 |
| 2019-12-31 | $3.8M | 12k | 323.23 |
| 2019-09-30 | $3.6M | 12k | 298.52 |
| 2019-06-30 | $3.5M | 12k | 294.72 |
| 2019-03-31 | $3.5M | 12k | 284.60 |
| 2018-12-31 | $2.9M | 12k | 251.60 |
| 2018-09-30 | $335k | 1.1k | 292.58 |
| 2018-06-30 | $312k | 1.1k | 272.49 |
| 2018-03-31 | $304k | 1.1k | 265.50 |