iShares S&P 500 Index shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Laurel Wealth 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 Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 5.1k | 576.89 |
| 2024-06-30 | $2.8M | 5.2k | 547.22 |
| 2024-03-31 | $2.7M | 5.2k | 525.69 |
| 2023-12-31 | $2.7M | 5.6k | 477.57 |
| 2023-09-30 | $2.6M | 6.1k | 429.48 |
| 2023-06-30 | $2.9M | 6.6k | 445.74 |
| 2023-03-31 | $2.8M | 6.8k | 411.10 |
| 2022-12-31 | $3.1M | 8.1k | 384.22 |
| 2022-09-30 | $2.9M | 8.0k | 358.71 |
| 2022-06-30 | $3.0M | 8.0k | 379.21 |
| 2022-03-31 | $3.8M | 8.4k | 453.76 |
| 2021-12-31 | $4.3M | 9.0k | 477.03 |
| 2021-09-30 | $4.6M | 11k | 430.86 |
| 2021-06-30 | $4.8M | 11k | 429.94 |
| 2021-03-31 | $4.9M | 12k | 397.85 |
| 2020-12-31 | $5.4M | 15k | 375.37 |