iShares S&P 500 Index shares owned by Sensible Money
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sensible Money
from 13F filings
Historical chart of Sensible Money investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sensible Money
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.9k | 669.43 |
| 2025-06-30 | $1.2M | 1.9k | 621.04 |
| 2025-03-31 | $1.1M | 1.9k | 562.02 |
| 2024-12-31 | $1.1M | 1.9k | 588.81 |
| 2024-09-30 | $1.1M | 1.9k | 576.94 |
| 2024-06-30 | $1.1M | 2.0k | 547.34 |
| 2024-03-31 | $1.0M | 2.0k | 525.84 |
| 2023-12-31 | $929k | 1.9k | 477.73 |
| 2023-09-30 | $580k | 1.3k | 429.56 |
| 2023-06-30 | $547k | 1.2k | 445.86 |
| 2023-03-31 | $504k | 1.2k | 411.22 |
| 2022-12-31 | $408k | 1.1k | 384.21 |