iShares S&P 500 Index shares owned by Plan Group Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.3M | 7.7k | 684.94 |
| 2025-09-30 | $5.2M | 7.7k | 669.30 |
| 2025-06-30 | $5.5M | 8.9k | 620.90 |
| 2025-03-31 | $701k | 1.2k | 561.92 |
| 2024-12-31 | $443k | 753 | 588.71 |
| 2024-09-30 | $444k | 770 | 576.85 |
| 2024-06-30 | $483k | 882 | 547.26 |
| 2024-03-31 | $423k | 805 | 525.73 |
| 2023-12-31 | $339k | 709 | 477.63 |
| 2023-09-30 | $284k | 662 | 429.43 |
| 2023-06-30 | $293k | 657 | 445.71 |