iShares S&P 500 Index shares owned by Sequent Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sequent Planning
from 13F filings
Historical chart of Sequent Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sequent Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 1.2k | 669.38 |
| 2025-06-30 | $923k | 1.5k | 621.18 |
| 2025-03-31 | $837k | 1.5k | 561.97 |
| 2024-12-31 | $956k | 1.6k | 588.57 |
| 2024-09-30 | $859k | 1.5k | 576.89 |
| 2024-06-30 | $869k | 1.6k | 548.28 |
| 2024-03-31 | $824k | 1.6k | 525.80 |