iShares S&P 500 Index shares owned by Resource Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $203k | 424 | 477.65 |
| 2023-09-30 | $265k | 618 | 429.43 |
| 2023-06-30 | $275k | 616 | 445.71 |
| 2023-03-31 | $563k | 1.4k | 410.96 |
| 2022-12-31 | $512k | 1.3k | 384.22 |
| 2022-09-30 | $476k | 1.3k | 358.97 |
| 2022-06-30 | $503k | 1.3k | 379.34 |
| 2022-03-31 | $584k | 1.3k | 454.12 |
| 2021-12-31 | $624k | 1.3k | 476.70 |
| 2021-09-30 | $915k | 2.1k | 430.59 |
| 2021-06-30 | $921k | 2.1k | 429.97 |
| 2021-03-31 | $514k | 1.3k | 398.14 |
| 2020-12-31 | $485k | 1.3k | 375.68 |
| 2020-09-30 | $434k | 1.3k | 336.17 |
| 2020-06-30 | $409k | 1.3k | 309.61 |