iShares S&P 500 Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total 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 Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 693 | 669.30 |
| 2025-06-30 | $430k | 693 | 620.90 |
| 2025-03-31 | $611k | 1.1k | 561.90 |
| 2024-12-31 | $641k | 1.1k | 588.68 |
| 2024-09-30 | $628k | 1.1k | 576.82 |
| 2024-06-30 | $661k | 1.2k | 567.96 |
| 2024-03-31 | $1.0M | 2.0k | 525.73 |
| 2023-12-31 | $871k | 1.8k | 477.63 |
| 2023-09-30 | $642k | 1.5k | 429.46 |