iShares S&P 500 Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.30 |
| 2025-06-30 | $985k | 1.6k | 620.94 |
| 2025-03-31 | $887k | 1.6k | 561.96 |
| 2024-12-31 | $873k | 1.5k | 588.79 |
| 2024-09-30 | $859k | 1.5k | 576.90 |
| 2024-06-30 | $814k | 1.5k | 547.25 |
| 2024-03-31 | $782k | 1.5k | 525.80 |
| 2023-12-31 | $707k | 1.5k | 477.72 |
| 2023-09-30 | $635k | 1.5k | 429.36 |
| 2023-06-30 | $659k | 1.5k | 445.64 |
| 2023-03-31 | $607k | 1.5k | 411.05 |
| 2022-12-31 | $567k | 1.5k | 384.13 |
| 2022-09-30 | $533k | 1.5k | 358.68 |
| 2022-06-30 | $549k | 1.4k | 378.88 |
| 2022-03-31 | $657k | 1.4k | 453.73 |
| 2021-12-31 | $693k | 1.5k | 477.27 |
| 2021-06-30 | $626k | 1.5k | 429.65 |
| 2020-12-31 | $150k | 399 | 375.94 |
| 2020-09-30 | $134k | 398 | 336.68 |