iShares S&P 500 Index shares owned by Ken Stern & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ken Stern & Associates
from 13F filings
Historical chart of Ken Stern & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ken Stern & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-09-30 | $376k | 1.3k | 292.38 |
| 2018-06-30 | $338k | 1.2k | 272.58 |
| 2018-03-31 | $277k | 1.0k | 264.82 |
| 2017-12-31 | $340k | 1.3k | 268.56 |
| 2017-09-30 | $290k | 1.1k | 254.39 |
| 2017-06-30 | $10M | 42k | 243.43 |
| 2017-03-31 | $10M | 42k | 239.55 |
| 2016-12-31 | $9.0M | 40k | 225.00 |
| 2016-09-30 | $8.8M | 41k | 217.57 |
| 2016-06-30 | $8.4M | 40k | 210.49 |
| 2016-03-31 | $8.5M | 41k | 206.66 |
| 2015-12-31 | $8.6M | 42k | 204.87 |
| 2015-09-30 | $7.3M | 38k | 192.72 |