iShares S&P 500 Index shares owned by American Economic Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by American Economic Planning
from 13F filings
Historical chart of American Economic Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by American Economic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-09-30 | $507k | 1.7k | 298.59 |
2019-06-30 | $511k | 1.7k | 294.69 |
2019-03-31 | $493k | 1.7k | 284.31 |
2018-12-31 | $1.2M | 4.9k | 251.73 |
2018-09-30 | $1.8M | 6.1k | 292.63 |
2018-06-30 | $1.7M | 6.0k | 273.10 |
2018-03-31 | $1.4M | 5.3k | 265.39 |
2017-12-31 | $1.5M | 5.4k | 268.89 |
2017-09-30 | $1.6M | 6.4k | 252.93 |
2017-06-30 | $1.6M | 6.7k | 243.47 |
2017-03-31 | $2.4M | 10k | 237.33 |
2016-12-31 | $2.5M | 11k | 224.91 |
2016-09-30 | $2.3M | 11k | 217.49 |
2016-06-30 | $2.1M | 9.9k | 210.47 |
2016-03-31 | $890k | 4.3k | 206.54 |
2015-12-31 | $843k | 4.1k | 204.91 |
2015-09-30 | $735k | 3.8k | 192.86 |
2015-06-30 | $791k | 3.8k | 207.34 |
2015-03-31 | $751k | 3.6k | 207.75 |
2014-12-31 | $346k | 1.7k | 206.69 |
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