iShares S&P 500 Index shares owned by Sage Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Advisory Services
from 13F filings
Historical chart of Sage Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sage Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 25k | 669.32 |
| 2025-06-30 | $16M | 26k | 620.89 |
| 2025-03-31 | $21M | 37k | 561.89 |
| 2024-12-31 | $21M | 36k | 588.67 |
| 2024-09-30 | $28M | 51k | 547.23 |
| 2024-06-30 | $28M | 51k | 547.23 |
| 2024-03-31 | $44M | 83k | 525.73 |
| 2023-12-31 | $44M | 92k | 477.63 |
| 2023-09-30 | $51M | 119k | 429.43 |
| 2023-06-30 | $63M | 142k | 445.71 |
| 2023-03-31 | $84M | 204k | 411.08 |
| 2022-12-31 | $50M | 129k | 384.21 |
| 2022-09-30 | $47M | 130k | 358.65 |
| 2022-06-30 | $25M | 66k | 379.15 |
| 2022-03-31 | $30M | 65k | 453.69 |
| 2021-12-31 | $40M | 85k | 476.99 |
| 2021-09-30 | $38M | 89k | 430.81 |
| 2021-06-30 | $36M | 83k | 429.92 |
| 2021-03-31 | $41M | 104k | 397.76 |
| 2020-12-31 | $26M | 69k | 375.19 |
| 2020-09-30 | $16M | 46k | 336.06 |
| 2020-06-30 | $16M | 52k | 309.71 |
| 2020-03-31 | $17M | 65k | 258.44 |
| 2019-12-31 | $2.3M | 7.2k | 323.23 |
| 2019-09-30 | $10M | 34k | 298.47 |
| 2019-06-30 | $9.4M | 32k | 294.74 |
| 2019-03-31 | $185M | 650k | 284.51 |
| 2018-12-31 | $145M | 575k | 251.57 |
| 2018-09-30 | $168M | 575k | 292.74 |
| 2018-06-30 | $179M | 656k | 273.05 |
| 2018-03-31 | $188M | 708k | 265.28 |
| 2017-12-31 | $131M | 488k | 268.82 |
| 2017-09-30 | $61M | 242k | 252.89 |
| 2017-06-30 | $65M | 265k | 243.38 |
| 2016-03-31 | $2.1M | 10k | 206.56 |
| 2015-12-31 | $1.6M | 7.7k | 204.96 |