iShares S&P 500 Index shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 359 | 669.30 |
| 2025-06-30 | $223k | 359 | 620.90 |
| 2024-12-31 | $202k | 343 | 588.68 |
| 2020-06-30 | $260k | 838 | 309.69 |
| 2020-03-31 | $222k | 858 | 258.40 |
| 2019-12-31 | $277k | 858 | 323.24 |
More positions owned by Plotkin Financial Advisors
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