iShares S&P 500 Index shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.1k | 669.26 |
| 2025-06-30 | $2.6M | 4.1k | 620.90 |
| 2025-03-31 | $2.4M | 4.3k | 561.88 |
| 2024-12-31 | $2.6M | 4.5k | 588.63 |
| 2024-09-30 | $1.0M | 1.8k | 576.97 |
| 2024-06-30 | $943k | 1.7k | 547.34 |
| 2024-03-31 | $860k | 1.6k | 525.84 |
| 2023-12-31 | $395k | 827 | 477.82 |
| 2023-09-30 | $339k | 788 | 429.61 |
| 2023-06-30 | $355k | 795 | 445.90 |
| 2023-03-31 | $246k | 598 | 411.30 |
| 2022-12-31 | $240k | 626 | 384.08 |
| 2022-03-31 | $203k | 447 | 454.14 |
| 2021-12-31 | $225k | 472 | 476.69 |