iShares S&P 500 Index shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 401 | 668.81 |
| 2025-06-30 | $402k | 647 | 620.52 |
| 2025-03-31 | $223k | 397 | 561.20 |
| 2024-12-31 | $233k | 396 | 589.29 |
| 2024-09-30 | $204k | 353 | 577.31 |
| 2021-12-31 | $201k | 422 | 476.30 |
| 2021-09-30 | $204k | 450 | 453.33 |
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