iShares S&P 500 Index shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Financial Planning & Information Services 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 Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $250k | 433 | 576.82 |
| 2024-06-30 | $237k | 433 | 547.23 |
| 2024-03-31 | $238k | 453 | 525.73 |
| 2023-09-30 | $203k | 473 | 429.43 |
| 2023-06-30 | $330k | 740 | 445.71 |
| 2023-03-31 | $220k | 535 | 411.08 |
| 2022-12-31 | $206k | 535 | 384.21 |
| 2022-06-30 | $203k | 535 | 379.44 |
| 2022-03-31 | $243k | 535 | 454.21 |
| 2021-12-31 | $255k | 535 | 476.64 |
| 2021-09-30 | $230k | 535 | 429.91 |
| 2021-06-30 | $230k | 535 | 429.91 |
| 2021-03-31 | $213k | 535 | 398.13 |
| 2020-12-31 | $201k | 535 | 375.70 |
More positions owned by Financial Planning & Information Services
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