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
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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 |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8.9k | 669.30 |
| 2025-06-30 | $5.4M | 8.6k | 620.90 |
| 2025-03-31 | $4.9M | 8.7k | 561.89 |
| 2024-12-31 | $5.8M | 9.8k | 588.68 |
| 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 |