iShares S&P 500 Index shares owned by RCS Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by RCS Financial Planning
from 13F filings
Historical chart of RCS Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by RCS Financial 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 RCS Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 12k | 669.28 |
| 2025-06-30 | $7.3M | 12k | 620.91 |
| 2025-03-31 | $9.1M | 16k | 561.91 |
| 2024-12-31 | $9.9M | 17k | 588.70 |
| 2024-09-30 | $9.7M | 17k | 576.83 |
| 2024-06-30 | $10M | 18k | 547.23 |
| 2024-03-31 | $9.5M | 18k | 525.72 |
| 2023-12-31 | $14M | 30k | 477.63 |
| 2023-09-30 | $8.7M | 20k | 431.41 |
| 2023-06-30 | $6.2M | 14k | 445.70 |
| 2023-03-31 | $4.8M | 12k | 411.06 |
| 2022-12-31 | $4.1M | 11k | 384.21 |