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iShares S&P 500 Index shares owned by Vahanian & Associates Financial Planning

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

Historical chart of Vahanian & Associates Financial 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 Vahanian & Associates Financial 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 Vahanian & Associates Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $443k 928 477.63
2023-09-30 $695k 1.6k 429.43
2023-06-30 $810k 1.8k 445.71
2023-03-31 $694k 1.7k 411.08
2022-12-31 $694k 1.8k 384.21
2022-09-30 $694k 1.9k 358.47
2022-06-30 $640k 1.7k 379.37
2022-03-31 $970k 2.1k 453.48
2021-12-31 $1.2M 2.6k 477.18