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
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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 |