iShares S&P 500 Index shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281M | 420k | 669.30 |
| 2025-06-30 | $261M | 420k | 620.90 |
| 2025-03-31 | $235M | 418k | 561.90 |
| 2024-12-31 | $240M | 408k | 588.68 |
| 2024-09-30 | $237M | 411k | 576.82 |
| 2024-06-30 | $227M | 414k | 547.23 |
| 2024-03-31 | $219M | 417k | 525.73 |
| 2023-12-31 | $202M | 423k | 477.63 |
| 2023-09-30 | $184M | 427k | 429.43 |
| 2023-06-30 | $193M | 434k | 445.71 |
| 2023-03-31 | $178M | 432k | 411.08 |
| 2022-12-31 | $166M | 431k | 384.21 |
| 2022-09-30 | $158M | 440k | 358.65 |
| 2022-06-30 | $162M | 426k | 379.15 |
| 2022-03-31 | $190M | 418k | 453.69 |
| 2021-12-31 | $204M | 428k | 476.99 |
| 2021-09-30 | $188M | 435k | 430.82 |
| 2021-06-30 | $186M | 433k | 429.92 |
| 2021-03-31 | $162M | 408k | 397.82 |
| 2020-12-31 | $138M | 368k | 375.39 |
| 2020-09-30 | $121M | 360k | 336.06 |
| 2020-06-30 | $108M | 348k | 309.69 |
| 2020-03-31 | $92M | 358k | 258.40 |
| 2019-12-31 | $110M | 342k | 323.24 |
| 2019-09-30 | $99M | 333k | 298.52 |
| 2019-06-30 | $100M | 338k | 294.75 |
| 2019-03-31 | $100M | 350k | 284.56 |
| 2018-12-31 | $99M | 394k | 251.61 |
| 2018-09-30 | $120M | 411k | 292.73 |
| 2018-06-30 | $113M | 414k | 273.05 |
| 2018-03-31 | $108M | 406k | 265.37 |
| 2017-12-31 | $106M | 395k | 268.85 |
| 2017-09-30 | $100M | 394k | 252.93 |
| 2017-06-30 | $96M | 394k | 243.41 |
| 2017-03-31 | $92M | 387k | 237.27 |
| 2016-12-31 | $84M | 375k | 224.99 |
| 2016-09-30 | $80M | 367k | 217.56 |
| 2016-06-30 | $78M | 373k | 210.50 |
| 2016-03-31 | $75M | 364k | 206.65 |
| 2015-12-31 | $55M | 266k | 204.87 |
| 2015-09-30 | $48M | 246k | 192.71 |
| 2015-06-30 | $55M | 264k | 207.22 |
| 2015-03-31 | $52M | 252k | 207.83 |
| 2014-12-31 | $49M | 238k | 206.87 |
| 2014-09-30 | $37M | 187k | 198.26 |
| 2014-06-30 | $35M | 175k | 197.00 |
| 2014-03-31 | $10M | 55k | 188.13 |