iShares S&P 500 Index shares owned by Planning Center
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.1k | 576.93 |
| 2024-06-30 | $1.1M | 2.0k | 547.33 |
| 2024-03-31 | $1.1M | 2.2k | 525.81 |
| 2023-12-31 | $1.1M | 2.2k | 477.70 |
| 2023-09-30 | $1.2M | 2.7k | 429.47 |
| 2023-06-30 | $1.2M | 2.7k | 445.75 |
| 2023-03-31 | $1.1M | 2.7k | 415.31 |
| 2022-12-31 | $1.1M | 2.8k | 384.24 |
| 2022-09-30 | $1.2M | 3.2k | 359.18 |
| 2022-06-30 | $1.3M | 3.3k | 385.17 |
| 2022-03-31 | $1.5M | 3.3k | 453.75 |
| 2021-12-31 | $1.5M | 3.3k | 459.31 |