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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares S&P 500 Index by American Economic Planning

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