iShares S&P 500 Index shares owned by Sage Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Capital Advisors
from 13F filings
Historical chart of Sage Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sage Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.6M | 6.8k | 684.91 |
| 2025-09-30 | $4.5M | 6.7k | 669.30 |
| 2025-06-30 | $4.2M | 6.8k | 620.90 |
| 2025-03-31 | $3.8M | 6.8k | 561.93 |
| 2024-12-31 | $4.5M | 7.6k | 588.69 |
| 2024-09-30 | $4.4M | 7.7k | 576.81 |
| 2024-06-30 | $4.0M | 7.3k | 547.25 |
| 2024-03-31 | $3.9M | 7.4k | 525.70 |
| 2023-12-31 | $3.5M | 7.4k | 477.65 |
| 2023-09-30 | $3.1M | 7.3k | 429.42 |
| 2023-06-30 | $3.2M | 7.2k | 445.70 |
| 2023-03-31 | $2.8M | 6.8k | 411.09 |
| 2022-12-31 | $2.6M | 6.8k | 384.22 |
| 2022-09-30 | $2.4M | 6.7k | 358.63 |
| 2022-06-30 | $3.1M | 8.2k | 379.14 |
| 2022-03-31 | $3.7M | 8.1k | 449.56 |
| 2021-12-31 | $3.5M | 7.7k | 453.71 |
| 2021-09-30 | $3.9M | 9.0k | 430.78 |
| 2021-06-30 | $3.9M | 9.0k | 436.44 |
| 2021-03-31 | $3.5M | 8.7k | 397.88 |
| 2020-12-31 | $3.1M | 8.1k | 387.59 |
| 2020-09-30 | $2.7M | 8.0k | 336.11 |
| 2020-06-30 | $2.5M | 8.0k | 309.69 |
| 2020-03-31 | $2.2M | 8.6k | 258.37 |
| 2019-12-31 | $2.2M | 6.9k | 323.27 |
| 2019-09-30 | $2.1M | 6.9k | 298.56 |
| 2019-06-30 | $2.1M | 7.0k | 300.63 |
| 2019-03-31 | $1.9M | 6.5k | 284.60 |
| 2018-12-31 | $1.6M | 6.2k | 251.56 |
| 2018-09-30 | $1.8M | 6.0k | 292.71 |
| 2018-06-30 | $1.6M | 5.9k | 273.01 |
| 2018-03-31 | $1.6M | 6.1k | 265.40 |
| 2017-12-31 | $1.6M | 6.1k | 268.80 |
| 2017-09-30 | $1.5M | 6.1k | 252.88 |
| 2017-06-30 | $1.4M | 5.6k | 243.38 |