iShares S&P 500 Index shares owned by Essential Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 8.9k | 669.31 |
| 2025-06-30 | $5.8M | 9.3k | 620.87 |
| 2025-03-31 | $5.3M | 9.4k | 561.86 |
| 2024-12-31 | $376M | 635k | 591.65 |
| 2024-09-30 | $5.9M | 10k | 576.82 |
| 2024-06-30 | $5.6M | 10k | 547.19 |
| 2024-03-31 | $5.1M | 11k | 477.61 |
| 2023-09-30 | $4.7M | 11k | 429.92 |
| 2023-06-30 | $4.8M | 11k | 445.07 |
| 2023-03-31 | $4.3M | 11k | 411.07 |
| 2022-12-31 | $3.6M | 10k | 359.33 |