iShares S&P 500 Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Prosperity Planning 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 Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $635k | 949 | 669.30 |
| 2025-06-30 | $595k | 958 | 620.90 |
| 2025-03-31 | $826k | 1.5k | 561.90 |
| 2024-12-31 | $947k | 1.6k | 588.68 |
| 2024-09-30 | $952k | 1.7k | 576.82 |
| 2024-06-30 | $1.0M | 1.9k | 547.23 |
| 2024-03-31 | $1.1M | 2.2k | 525.73 |
| 2023-12-31 | $1.5M | 3.1k | 477.63 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.2M | 2.7k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.08 |
| 2022-12-31 | $1.1M | 2.8k | 376.77 |
| 2022-09-30 | $1.0M | 2.8k | 358.80 |
| 2022-06-30 | $1.1M | 2.4k | 454.89 |
| 2022-03-31 | $1.3M | 2.4k | 543.84 |
| 2021-12-31 | $1.1M | 2.4k | 476.81 |
| 2021-09-30 | $1.1M | 2.6k | 430.90 |
| 2021-06-30 | $1.2M | 2.9k | 429.86 |
| 2021-03-31 | $1.2M | 3.0k | 397.84 |
| 2020-12-31 | $1.3M | 3.6k | 375.45 |