iShares S&P 500 Index shares owned by Helen Stephens Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.35 |
| 2025-06-30 | $1.1M | 1.7k | 620.93 |
| 2025-03-31 | $945k | 1.7k | 562.02 |
| 2024-12-31 | $987k | 1.7k | 588.75 |
| 2024-09-30 | $973k | 1.7k | 576.73 |
| 2024-06-30 | $919k | 1.7k | 547.29 |
| 2023-12-31 | $236k | 494 | 477.64 |