iShares S&P 500 Index shares owned by St. Clair Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by St. Clair Advisors
from 13F filings
Historical chart of St. Clair Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by St. Clair Advisors 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 St. Clair Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $134M | 201k | 669.30 |
| 2025-06-30 | $127M | 205k | 620.90 |
| 2025-03-31 | $112M | 200k | 561.90 |
| 2024-09-30 | $109M | 189k | 576.82 |
| 2024-06-30 | $104M | 190k | 547.23 |
| 2024-03-31 | $100M | 191k | 525.73 |
| 2023-12-31 | $88M | 184k | 477.63 |
| 2023-09-30 | $71M | 165k | 429.43 |
| 2023-06-30 | $73M | 163k | 445.71 |
| 2023-03-31 | $67M | 162k | 411.08 |
| 2022-12-31 | $61M | 159k | 384.21 |
| 2022-09-30 | $56M | 156k | 358.65 |
| 2022-06-30 | $52M | 137k | 379.15 |
| 2022-03-31 | $65M | 143k | 453.69 |
| 2021-12-31 | $74M | 155k | 476.99 |
| 2021-09-30 | $67M | 154k | 430.82 |
| 2021-06-30 | $68M | 157k | 429.92 |
| 2021-03-31 | $61M | 153k | 397.82 |
| 2020-12-31 | $55M | 145k | 375.39 |