iShares S&P 500 Index shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 74k | 669.30 |
| 2025-06-30 | $45M | 72k | 620.89 |
| 2025-03-31 | $39M | 69k | 561.90 |
| 2024-12-31 | $37M | 63k | 588.68 |
| 2024-09-30 | $32M | 55k | 576.82 |
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $25M | 52k | 477.63 |
| 2023-09-30 | $20M | 47k | 429.42 |
| 2022-12-31 | $207k | 540 | 383.33 |
| 2022-06-30 | $205k | 540 | 379.63 |
| 2022-03-31 | $245k | 540 | 453.70 |
| 2021-06-30 | $232k | 540 | 429.63 |
| 2021-03-31 | $215k | 540 | 398.15 |
| 2020-12-31 | $203k | 540 | 375.93 |
More positions owned by Sage Financial Management Group
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