iShares S&P 500 Index shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Peak Retirement 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 Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 1.2k | 669.37 |
| 2025-06-30 | $704k | 1.1k | 620.80 |
| 2025-03-31 | $463k | 824 | 561.90 |
| 2024-12-31 | $465k | 789 | 589.02 |