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iShares S&P 500 Index shares owned by Tempus Wealth Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tempus Wealth Planning from 13F filings

Historical chart of Tempus Wealth Planning investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Tempus Wealth 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 11k 576.82
2024-06-30 $6.4M 12k 547.23
2024-03-31 $7.1M 14k 525.73
2023-12-31 $6.9M 14k 477.63
2023-09-30 $5.7M 13k 429.43
2023-06-30 $5.9M 13k 445.71
2023-03-31 $5.3M 13k 411.08
2022-12-31 $4.6M 12k 384.21
2022-09-30 $4.2M 12k 358.63
2022-06-30 $2.4M 6.2k 379.09
2022-03-31 $2.2M 4.8k 453.69
2021-12-31 $3.4M 7.1k 476.96
2021-09-30 $3.0M 7.1k 430.87
2021-06-30 $3.1M 7.1k 429.97