iShares S&P 500 Index shares owned by OLIO Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by OLIO Financial Planning
from 13F filings
Historical chart of OLIO Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by OLIO 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 OLIO Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $556k | 831 | 668.95 |
| 2025-06-30 | $465k | 750 | 620.54 |
| 2025-03-31 | $421k | 749 | 562.23 |
| 2024-12-31 | $441k | 749 | 589.02 |
| 2024-09-30 | $440k | 918 | 479.00 |
| 2024-06-30 | $440k | 918 | 479.00 |
| 2024-03-31 | $440k | 918 | 479.00 |
| 2023-12-31 | $440k | 918 | 479.00 |
| 2023-09-30 | $394k | 918 | 429.43 |
| 2023-06-30 | $408k | 915 | 445.71 |
| 2023-03-31 | $336k | 818 | 411.08 |
| 2022-12-31 | $239k | 623 | 384.21 |
| 2022-09-30 | $223k | 623 | 357.95 |
| 2022-06-30 | $236k | 623 | 378.81 |
| 2022-03-31 | $266k | 587 | 453.15 |
| 2021-12-31 | $301k | 632 | 476.27 |