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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 94k | 669.30 |
| 2025-06-30 | $60M | 96k | 620.90 |
| 2025-03-31 | $54M | 95k | 561.90 |
| 2024-12-31 | $57M | 97k | 588.68 |
| 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 |
More positions owned by Per Stirling Capital Management
View all positions for Per Stirling Capital Management