iShares S&P 500 Index shares owned by Leading Edge Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leading Edge Financial Planning
from 13F filings
Historical chart of Leading Edge Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Leading Edge 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 Leading Edge Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 611 | 669.62 |
| 2025-06-30 | $416k | 669 | 621.08 |
| 2025-03-31 | $337k | 599 | 562.08 |
| 2024-12-31 | $353k | 599 | 588.87 |
| 2024-09-30 | $241k | 417 | 577.20 |
| 2024-06-30 | $209k | 382 | 547.63 |
| 2024-03-31 | $201k | 382 | 526.11 |
| 2022-12-31 | $347k | 902 | 384.14 |
More positions owned by Leading Edge Financial Planning
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