iShares S&P 500 Index shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $399k | 582 | 684.94 |
| 2025-09-30 | $363k | 542 | 669.30 |
| 2025-06-30 | $337k | 542 | 620.90 |
| 2025-03-31 | $284k | 506 | 561.90 |
| 2024-12-31 | $323k | 548 | 588.81 |
| 2024-09-30 | $316k | 548 | 576.95 |
| 2024-06-30 | $300k | 548 | 547.35 |
| 2024-03-31 | $288k | 548 | 525.85 |
| 2023-12-31 | $262k | 548 | 477.74 |
| 2023-09-30 | $222k | 517 | 429.53 |
| 2023-06-30 | $231k | 517 | 445.82 |
| 2023-03-31 | $251k | 610 | 411.08 |
| 2022-12-31 | $259k | 673 | 384.21 |
| 2022-03-31 | $280k | 618 | 453.07 |
| 2021-12-31 | $295k | 618 | 477.35 |
| 2019-09-30 | $128k | 430 | 297.67 |
| 2019-06-30 | $305k | 1.0k | 294.69 |
| 2019-03-31 | $346k | 1.2k | 284.77 |
| 2018-12-31 | $369k | 1.5k | 251.71 |
| 2018-09-30 | $467k | 1.6k | 292.42 |
| 2018-06-30 | $1.5M | 5.5k | 273.11 |
| 2018-03-31 | $2.1M | 7.8k | 265.41 |
| 2017-12-31 | $2.2M | 8.0k | 268.86 |
| 2017-09-30 | $2.0M | 7.8k | 252.90 |
| 2017-06-30 | $1.6M | 6.6k | 243.41 |