iShares S&P 500 Index shares owned by Planning Directions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 558 | 669.27 |
| 2025-06-30 | $379k | 611 | 620.82 |
| 2025-03-31 | $410k | 730 | 561.64 |
| 2024-12-31 | $486k | 826 | 588.76 |
| 2024-09-30 | $479k | 830 | 577.10 |
| 2024-06-30 | $479k | 876 | 546.96 |
| 2024-03-31 | $460k | 874 | 525.84 |
| 2023-12-31 | $417k | 873 | 477.46 |
| 2023-09-30 | $326k | 760 | 428.95 |
| 2023-06-30 | $278k | 624 | 445.51 |
| 2023-03-31 | $256k | 623 | 410.91 |
| 2022-12-31 | $285k | 743 | 383.58 |
| 2022-09-30 | $266k | 741 | 358.97 |
| 2022-06-30 | $280k | 739 | 378.89 |
| 2022-03-31 | $335k | 738 | 453.93 |
| 2021-12-31 | $352k | 737 | 477.61 |
| 2021-09-30 | $317k | 736 | 430.71 |
| 2021-06-30 | $316k | 734 | 430.52 |
| 2021-03-31 | $328k | 823 | 398.54 |
| 2020-12-31 | $332k | 884 | 375.57 |
| 2020-09-30 | $306k | 911 | 335.89 |
| 2020-06-30 | $281k | 909 | 309.13 |
| 2019-12-31 | $222k | 687 | 323.14 |
| 2019-09-30 | $214k | 717 | 298.47 |
| 2019-06-30 | $211k | 716 | 294.69 |
| 2019-03-31 | $203k | 714 | 284.31 |
| 2018-09-30 | $208k | 710 | 292.96 |