iShares S&P 500 Index shares owned by Asset Planning Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $35M | 73k | 476.99 |
| 2021-09-30 | $34M | 80k | 430.82 |
| 2021-06-30 | $35M | 80k | 429.92 |
| 2021-03-31 | $39M | 97k | 397.82 |
| 2020-12-31 | $39M | 105k | 375.39 |
| 2020-09-30 | $44M | 131k | 336.06 |
| 2020-06-30 | $43M | 138k | 309.69 |
| 2020-03-31 | $35M | 137k | 258.40 |
| 2019-12-31 | $42M | 124k | 336.22 |
| 2019-09-30 | $38M | 128k | 298.52 |
| 2019-06-30 | $38M | 127k | 294.75 |
| 2019-03-31 | $24M | 83k | 284.55 |
| 2018-12-31 | $31M | 125k | 251.61 |
| 2018-09-30 | $36M | 126k | 283.13 |
| 2018-06-30 | $35M | 126k | 273.05 |
| 2018-03-31 | $32M | 121k | 265.37 |
| 2017-12-31 | $32M | 121k | 268.85 |
| 2017-09-30 | $28M | 111k | 252.93 |
| 2017-06-30 | $25M | 102k | 243.41 |
| 2017-03-31 | $23M | 96k | 237.27 |
| 2016-12-31 | $19M | 86k | 224.99 |
| 2016-09-30 | $17M | 79k | 217.56 |
| 2016-06-30 | $15M | 70k | 210.49 |
| 2016-03-31 | $14M | 68k | 206.66 |
| 2015-12-31 | $14M | 69k | 204.86 |
| 2015-09-30 | $13M | 65k | 192.71 |
| 2015-06-30 | $12M | 59k | 207.22 |