iShares S&P 500 Index shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 22k | 674.25 |
| 2025-06-30 | $13M | 21k | 620.91 |
| 2025-03-31 | $7.8M | 14k | 561.91 |
| 2024-12-31 | $8.3M | 14k | 588.68 |
| 2024-09-30 | $12M | 20k | 576.83 |
| 2024-06-30 | $11M | 20k | 547.22 |
| 2024-03-31 | $11M | 21k | 525.73 |
| 2023-09-30 | $9.2M | 22k | 429.35 |
| 2023-06-30 | $9.6M | 22k | 445.62 |
| 2023-03-31 | $8.9M | 22k | 411.03 |
| 2022-12-31 | $7.5M | 21k | 358.59 |
| 2022-09-30 | $7.5M | 21k | 358.57 |
| 2022-06-30 | $7.6M | 20k | 379.69 |
| 2022-03-31 | $9.2M | 20k | 453.62 |
| 2021-12-31 | $9.4M | 20k | 475.06 |