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iShares S&P 500 Index shares owned by Stellar Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stellar Capital Management from 13F filings

Historical chart of Stellar Capital Management 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 Stellar Capital 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 Stellar Capital Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $971k 3.1k 309.63
2020-03-31 $806k 3.1k 258.42
2019-12-31 $1.0M 3.2k 323.36
2019-09-30 $951k 3.2k 298.49
2019-06-30 $907k 3.2k 284.68
2019-03-31 $907k 3.2k 284.68
2018-12-31 $802k 3.2k 251.73
2018-09-30 $931k 3.2k 292.68
2018-06-30 $950k 3.5k 272.91
2018-03-31 $907k 3.4k 265.44
2017-12-31 $1.1M 4.0k 268.97
2017-09-30 $1.6M 6.3k 252.86
2017-06-30 $1.7M 7.0k 243.43
2017-03-31 $1.7M 7.0k 237.29
2016-12-31 $1.8M 8.0k 225.00