iShares S&P 500 Index shares owned by Peak Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.5k | 669.43 |
| 2025-06-30 | $2.3M | 3.8k | 620.94 |
| 2025-03-31 | $2.1M | 3.8k | 562.02 |
| 2024-12-31 | $2.1M | 3.6k | 588.74 |
| 2024-09-30 | $2.0M | 3.5k | 576.96 |
| 2024-06-30 | $2.1M | 3.8k | 547.28 |
| 2024-03-31 | $2.0M | 3.8k | 525.72 |
| 2023-12-31 | $1.9M | 4.0k | 477.68 |
| 2023-09-30 | $1.8M | 4.1k | 429.42 |
| 2023-06-30 | $1.8M | 4.1k | 445.70 |
| 2023-03-31 | $1.2M | 2.8k | 411.12 |
| 2022-12-31 | $1.1M | 2.8k | 384.27 |
| 2022-09-30 | $1.0M | 2.8k | 358.58 |
| 2022-06-30 | $1.1M | 2.8k | 379.24 |
| 2022-03-31 | $1.2M | 2.7k | 453.65 |
| 2021-12-31 | $1.4M | 2.9k | 477.12 |
| 2021-09-30 | $1.2M | 2.9k | 430.82 |
| 2021-06-30 | $1.2M | 2.9k | 429.72 |
| 2021-03-31 | $1.2M | 3.0k | 397.94 |
| 2020-12-31 | $1.2M | 3.2k | 375.51 |
| 2020-09-30 | $1.1M | 3.3k | 336.07 |
| 2020-06-30 | $650k | 2.1k | 309.67 |
| 2020-03-31 | $448k | 1.7k | 258.51 |
| 2019-12-31 | $456k | 1.4k | 323.63 |
| 2019-09-30 | $415k | 1.4k | 298.78 |
| 2019-06-30 | $392k | 1.3k | 294.96 |
| 2019-03-31 | $380k | 1.3k | 284.43 |
| 2018-12-31 | $280k | 1.1k | 252.03 |