iShares S&P 500 Index shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 40k | 669.29 |
| 2025-06-30 | $6.4M | 10k | 620.91 |
| 2025-03-31 | $5.2M | 9.2k | 561.89 |
| 2024-12-31 | $3.2M | 5.5k | 588.73 |
| 2024-09-30 | $2.9M | 5.1k | 576.85 |
| 2024-06-30 | $831k | 1.5k | 547.08 |
| 2024-03-31 | $796k | 1.5k | 525.69 |
| 2023-12-31 | $743k | 1.6k | 477.62 |
| 2023-09-30 | $635k | 1.5k | 429.51 |
| 2023-06-30 | $659k | 1.5k | 445.79 |
| 2023-03-31 | $625k | 1.5k | 410.95 |
| 2022-12-31 | $12M | 28k | 414.75 |
| 2022-09-30 | $11M | 27k | 416.67 |
| 2022-03-31 | $8.7M | 21k | 416.67 |
More positions owned by WealthPlan Investment Management
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