iShares S&P 500 Index shares owned by Plum Street Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Plum Street Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6.8k | 669.29 |
| 2025-06-30 | $4.2M | 6.8k | 620.89 |
| 2025-03-31 | $3.9M | 7.0k | 561.89 |
| 2024-12-31 | $4.2M | 7.1k | 588.67 |
| 2024-09-30 | $4.2M | 7.3k | 576.81 |
| 2024-06-30 | $4.0M | 7.2k | 547.22 |
| 2024-03-31 | $4.2M | 7.3k | 576.81 |
| 2023-12-31 | $3.4M | 7.1k | 477.62 |