iShares S&P 500 Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Vertex Planning Partners 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 Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 8.8k | 669.27 |
| 2025-06-30 | $5.5M | 8.9k | 620.93 |
| 2025-03-31 | $5.5M | 9.7k | 561.92 |
| 2024-12-31 | $5.7M | 9.6k | 588.71 |
| 2024-09-30 | $31M | 53k | 576.82 |
| 2024-06-30 | $29M | 53k | 547.23 |
| 2024-03-31 | $28M | 53k | 525.73 |
| 2023-12-31 | $25M | 53k | 477.63 |
| 2023-09-30 | $21M | 49k | 429.43 |
| 2023-06-30 | $22M | 49k | 445.71 |
| 2023-03-31 | $21M | 50k | 411.08 |
| 2022-12-31 | $20M | 51k | 384.21 |