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iShares S&P 500 Index shares owned by Intrepid Financial Planning Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intrepid Financial Planning Group from 13F filings

Historical chart of Intrepid Financial Planning Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Intrepid Financial Planning Group 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 Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $27M 50k 547.23
2024-03-31 $27M 51k 525.73
2023-09-30 $23M 53k 429.43
2023-06-30 $24M 54k 445.71
2023-03-31 $23M 55k 411.08
2022-12-31 $22M 56k 384.21
2022-09-30 $21M 57k 358.65
2022-06-30 $22M 58k 379.14