iShares S&P 500 Index shares owned by Capital Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 68k | 669.30 |
| 2025-06-30 | $43M | 69k | 620.90 |
| 2025-03-31 | $39M | 70k | 561.90 |
| 2024-12-31 | $42M | 72k | 588.68 |
| 2024-09-30 | $41M | 72k | 576.82 |
| 2024-06-30 | $39M | 72k | 547.23 |
| 2024-03-31 | $37M | 70k | 525.73 |
| 2023-12-31 | $31M | 64k | 477.63 |
| 2023-09-30 | $24M | 56k | 431.42 |
| 2023-06-30 | $24M | 55k | 445.71 |
| 2023-03-31 | $22M | 54k | 411.08 |
| 2022-12-31 | $20M | 52k | 384.21 |
| 2022-09-30 | $18M | 50k | 358.66 |
| 2022-06-30 | $19M | 49k | 379.15 |
| 2022-03-31 | $22M | 48k | 453.68 |
| 2021-12-31 | $23M | 48k | 476.99 |
| 2021-09-30 | $21M | 48k | 430.83 |
| 2021-06-30 | $20M | 47k | 429.91 |
| 2021-03-31 | $18M | 45k | 397.81 |
| 2020-12-31 | $16M | 42k | 375.38 |