iShares S&P 500 Index shares owned by Sage Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 669.28 |
| 2025-06-30 | $4.0M | 6.5k | 620.90 |
| 2025-03-31 | $3.6M | 6.3k | 561.86 |
| 2024-12-31 | $3.7M | 6.3k | 588.73 |
| 2024-09-30 | $3.4M | 5.9k | 576.77 |
| 2024-06-30 | $3.3M | 6.0k | 547.25 |
| 2024-03-31 | $2.9M | 5.6k | 525.72 |
| 2023-12-31 | $2.7M | 5.7k | 477.64 |
| 2023-09-30 | $4.2M | 9.7k | 429.41 |
| 2023-06-30 | $4.6M | 10k | 445.69 |
| 2023-03-31 | $4.4M | 11k | 411.07 |
| 2022-12-31 | $4.0M | 11k | 384.21 |
| 2022-09-30 | $3.8M | 11k | 358.70 |
| 2022-06-30 | $4.0M | 11k | 379.12 |
| 2015-12-31 | $764k | 3.7k | 204.72 |
| 2013-12-31 | $304k | 1.6k | 185.82 |