iShares S&P 500 Index shares owned by Fiduciary Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fiduciary 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 Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 8.5k | 669.30 |
| 2025-06-30 | $5.0M | 8.0k | 620.93 |
| 2025-03-31 | $4.7M | 8.4k | 561.87 |
| 2024-12-31 | $4.6M | 7.9k | 588.68 |
| 2024-09-30 | $4.3M | 7.5k | 576.84 |
| 2024-06-30 | $4.0M | 7.2k | 547.23 |
| 2022-06-30 | $243k | 640 | 379.69 |
| 2022-03-31 | $364k | 803 | 453.30 |
| 2021-12-31 | $759k | 1.6k | 476.76 |
| 2021-09-30 | $7.4M | 17k | 430.80 |
| 2021-06-30 | $2.6M | 6.0k | 429.95 |