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
Download as csv Download as ExcelQuarterly 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 |
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