iShares S&P 500 Index shares owned by Divergent Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Divergent Planning
from 13F filings
Historical chart of Divergent Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Divergent 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 Divergent Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $78M | 136k | 575.69 |
| 2024-06-30 | $74M | 134k | 554.33 |
| 2024-03-31 | $69M | 132k | 524.88 |
| 2023-12-31 | $62M | 130k | 474.89 |
| 2023-09-30 | $56M | 130k | 434.21 |
| 2023-06-30 | $59M | 132k | 445.71 |
| 2023-03-31 | $52M | 127k | 411.08 |
| 2022-12-31 | $46M | 120k | 384.21 |
| 2022-09-30 | $41M | 114k | 358.66 |
| 2022-06-30 | $43M | 113k | 379.15 |
| 2022-03-31 | $50M | 110k | 454.79 |
| 2021-12-31 | $51M | 106k | 479.68 |
| 2021-09-30 | $45M | 103k | 435.24 |
| 2021-06-30 | $45M | 104k | 433.27 |
| 2021-03-31 | $42M | 101k | 418.89 |
| 2020-12-31 | $37M | 98k | 375.39 |