iShares S&P 500 Index shares owned by Stegner Investment Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stegner Investment Associates
from 13F filings
Historical chart of Stegner Investment Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stegner Investment Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 7.8k | 525.73 |
| 2023-12-31 | $3.8M | 8.0k | 477.63 |
| 2023-09-30 | $3.5M | 8.1k | 429.44 |
| 2023-06-30 | $3.6M | 8.1k | 445.71 |
| 2023-03-31 | $3.3M | 7.9k | 413.66 |
| 2022-12-31 | $3.0M | 7.8k | 384.21 |
| 2022-09-30 | $2.9M | 8.0k | 367.56 |
| 2022-06-30 | $2.9M | 7.6k | 379.12 |
| 2022-03-31 | $1.7M | 3.6k | 453.77 |
| 2021-12-31 | $1.1M | 2.3k | 477.13 |
| 2021-09-30 | $872k | 2.0k | 431.04 |
| 2021-06-30 | $741k | 1.7k | 429.81 |
| 2021-03-31 | $643k | 1.6k | 397.65 |
| 2020-12-31 | $352k | 939 | 374.87 |
| 2020-09-30 | $225k | 670 | 335.82 |
More positions owned by Stegner Investment Associates
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