iShares S&P 500 Index shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cypress 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 Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 51k | 669.30 |
| 2025-06-30 | $32M | 52k | 620.90 |
| 2025-03-31 | $28M | 50k | 561.90 |
| 2024-12-31 | $33M | 55k | 588.68 |
| 2024-09-30 | $33M | 56k | 576.82 |
| 2024-06-30 | $33M | 60k | 547.23 |
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $18M | 38k | 469.56 |
| 2023-09-30 | $25M | 59k | 429.43 |
| 2023-06-30 | $28M | 63k | 446.35 |
| 2023-03-31 | $26M | 63k | 412.55 |
| 2022-12-31 | $23M | 60k | 382.53 |
| 2022-09-30 | $21M | 59k | 358.65 |
| 2022-06-30 | $21M | 55k | 379.16 |
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