iShares S&P 500 Index shares owned by BFC Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BFC Planning
from 13F filings
Historical chart of BFC 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 BFC Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $14M | 19k | 748.87 |
| 2026-03-31 | $11M | 17k | 653.39 |
| 2025-12-31 | $12M | 17k | 684.95 |
| 2025-09-30 | $5.2M | 7.7k | 669.33 |
| 2025-06-30 | $4.5M | 7.2k | 620.91 |
| 2025-03-31 | $5.8M | 10k | 561.89 |
| 2024-12-31 | $4.8M | 8.2k | 588.66 |