iShares S&P 500 Index shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 803 | 669.35 |
| 2025-06-30 | $498k | 802 | 621.29 |
| 2025-03-31 | $451k | 801 | 562.55 |
| 2024-12-31 | $586k | 995 | 588.89 |
| 2024-09-30 | $574k | 994 | 577.22 |
| 2024-06-30 | $575k | 1.0k | 547.74 |
| 2024-03-31 | $862k | 1.6k | 525.87 |
| 2023-12-31 | $664k | 1.4k | 477.93 |