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iShares S&P 500 Index shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling 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 Per Stirling 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $56M 98k 576.82
2024-03-31 $52M 99k 525.73
2023-12-31 $48M 100k 477.63
2023-09-30 $40M 93k 429.43
2023-06-30 $41M 93k 445.71
2023-03-31 $42M 102k 411.08
2022-12-31 $50M 130k 384.21