iShares S&P 500 Index shares owned by Holistic Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 9.3k | 669.31 |
| 2025-06-30 | $5.9M | 9.5k | 620.90 |
| 2025-03-31 | $3.8M | 6.8k | 561.90 |
| 2024-12-31 | $4.0M | 6.7k | 588.68 |
| 2024-09-30 | $4.0M | 6.9k | 576.82 |
| 2024-06-30 | $3.0M | 5.8k | 525.77 |
| 2024-03-31 | $3.0M | 5.8k | 525.77 |