iShares S&P 500 Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 669.30 |
| 2025-06-30 | $1.4M | 2.2k | 620.90 |
| 2025-03-31 | $1.2M | 2.2k | 561.90 |
| 2024-12-31 | $506k | 860 | 588.68 |
| 2024-09-30 | $500k | 866 | 576.82 |
| 2024-06-30 | $474k | 866 | 547.23 |
| 2024-03-31 | $539k | 1.0k | 525.73 |
| 2023-12-31 | $414k | 866 | 477.63 |
| 2023-09-30 | $351k | 817 | 429.43 |
| 2023-06-30 | $321k | 721 | 445.71 |
| 2023-03-31 | $296k | 721 | 411.08 |
| 2022-12-31 | $277k | 721 | 384.21 |
| 2022-09-30 | $302k | 841 | 359.10 |
| 2022-06-30 | $340k | 896 | 379.46 |
| 2022-03-31 | $407k | 896 | 454.24 |
| 2021-12-31 | $470k | 986 | 476.67 |
| 2021-09-30 | $386k | 896 | 430.80 |
| 2021-06-30 | $385k | 896 | 429.69 |
| 2021-03-31 | $377k | 948 | 397.68 |
| 2020-12-31 | $384k | 1.0k | 375.37 |
| 2020-09-30 | $344k | 1.0k | 336.27 |
| 2020-06-30 | $317k | 1.0k | 309.87 |
| 2020-03-31 | $264k | 1.0k | 258.06 |
| 2019-12-31 | $331k | 1.0k | 323.56 |
More positions owned by Center for Financial Planning
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