iShares S&P 500 Index shares owned by Life Planning Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Life Planning Partners
from 13F filings
Historical chart of Life Planning Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Life Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 669.50 |
| 2025-06-30 | $1.0M | 1.6k | 620.97 |
| 2025-03-31 | $916k | 1.6k | 561.99 |
| 2024-12-31 | $959k | 1.6k | 588.81 |
| 2024-09-30 | $939k | 1.6k | 576.82 |
| 2024-06-30 | $908k | 1.7k | 547.19 |
| 2024-03-31 | $771k | 1.5k | 525.60 |
| 2023-12-31 | $700k | 1.5k | 477.41 |
| 2022-09-30 | $575k | 1.6k | 358.65 |
| 2022-06-30 | $601k | 1.6k | 375.00 |
| 2022-03-31 | $721k | 1.6k | 450.00 |
| 2021-12-31 | $771k | 1.6k | 481.48 |