iShares S&P 500 Index shares owned by Peak Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $42M | 64k | 653.22 |
| 2025-09-30 | $22M | 32k | 669.30 |
| 2024-12-31 | $27M | 46k | 588.67 |
| 2024-06-30 | $21M | 38k | 547.23 |
| 2024-03-31 | $18M | 33k | 525.72 |
| 2023-12-31 | $15M | 32k | 477.64 |
| 2023-09-30 | $14M | 32k | 429.44 |
| 2023-06-30 | $14M | 32k | 445.72 |
| 2023-03-31 | $12M | 29k | 411.09 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $13M | 37k | 358.65 |
| 2022-06-30 | $17M | 45k | 379.14 |
| 2021-12-31 | $19M | 40k | 476.98 |
| 2021-09-30 | $15M | 36k | 430.82 |
| 2020-12-31 | $9.3M | 25k | 375.39 |
| 2020-09-30 | $8.5M | 25k | 336.06 |