iShares S&P 500 Index shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 4.7k | 588.68 |
| 2023-12-31 | $7.3M | 15k | 477.63 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2022-12-31 | $272k | 708 | 384.21 |
| 2022-09-30 | $28k | 78 | 358.97 |
| 2022-06-30 | $32k | 85 | 376.47 |
| 2022-03-31 | $203k | 448 | 453.13 |
More positions owned by Spartan Planning & Wealth Management
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