iShares S&P 500 Index shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 1.4k | 669.51 |
| 2025-06-30 | $879k | 1.4k | 620.99 |
| 2025-03-31 | $796k | 1.4k | 561.89 |
| 2024-09-30 | $700k | 1.2k | 576.69 |
| 2024-06-30 | $664k | 1.2k | 547.11 |
| 2024-03-31 | $638k | 1.2k | 525.61 |
| 2023-12-31 | $580k | 1.2k | 477.53 |
| 2023-09-30 | $519k | 1.2k | 429.25 |
| 2023-06-30 | $539k | 1.2k | 445.53 |
| 2023-03-31 | $495k | 1.2k | 411.08 |
| 2022-12-31 | $461k | 1.2k | 382.53 |
| 2022-09-30 | $479k | 1.2k | 397.78 |
| 2022-06-30 | $493k | 1.2k | 408.76 |
| 2022-03-31 | $516k | 1.2k | 427.78 |
| 2021-12-31 | $533k | 1.2k | 442.35 |
| 2021-09-30 | $519k | 1.2k | 430.82 |
| 2021-06-30 | $518k | 1.2k | 429.92 |
More positions owned by Partners in Financial Planning
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