iShares S&P 500 Index shares owned by Keener Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keener Financial Planning
from 13F filings
Historical chart of Keener Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Keener Financial 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 Keener Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 668.84 |
| 2025-06-30 | $1.0M | 1.7k | 620.85 |
| 2025-03-31 | $948k | 1.7k | 561.61 |
| 2024-12-31 | $993k | 1.7k | 588.27 |
| 2024-09-30 | $973k | 1.7k | 576.42 |
| 2024-06-30 | $923k | 1.7k | 546.80 |
| 2024-03-31 | $888k | 1.7k | 526.07 |
| 2023-12-31 | $776k | 1.6k | 477.83 |