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iShares S&P 500 Index shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 54k 576.82
2024-06-30 $31M 56k 547.23
2024-03-31 $30M 57k 525.73
2023-12-31 $28M 58k 477.63
2023-09-30 $25M 58k 429.43
2023-06-30 $26M 58k 445.71
2023-03-31 $24M 59k 411.08
2022-12-31 $22M 58k 384.21