iShares S&P 500 Index shares owned by PDS Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50M | 105k | 477.63 |
| 2023-09-30 | $44M | 103k | 429.43 |
| 2023-06-30 | $45M | 100k | 445.71 |
| 2023-03-31 | $39M | 94k | 411.08 |
| 2022-12-31 | $34M | 88k | 384.21 |
| 2022-09-30 | $31M | 86k | 358.65 |
| 2022-06-30 | $29M | 77k | 379.15 |
| 2022-03-31 | $31M | 68k | 453.69 |
| 2021-12-31 | $29M | 61k | 477.00 |
| 2021-09-30 | $24M | 55k | 430.82 |
| 2021-06-30 | $21M | 49k | 429.92 |
| 2021-03-31 | $16M | 39k | 397.81 |
| 2020-12-31 | $12M | 32k | 375.40 |
| 2020-09-30 | $9.1M | 27k | 336.07 |
| 2020-06-30 | $8.3M | 27k | 309.71 |
| 2020-03-31 | $5.2M | 20k | 258.37 |
| 2019-12-31 | $4.8M | 15k | 323.23 |
| 2019-09-30 | $4.2M | 14k | 298.51 |
| 2019-06-30 | $4.0M | 14k | 294.73 |
| 2019-03-31 | $3.9M | 14k | 284.55 |
| 2018-12-31 | $3.0M | 12k | 251.57 |
| 2018-09-30 | $3.5M | 12k | 294.12 |
| 2018-06-30 | $3.2M | 12k | 273.06 |
| 2018-03-31 | $3.0M | 11k | 265.40 |
| 2017-12-31 | $3.0M | 11k | 268.86 |