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iShares S&P 500 Index shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Stephen J. Garry & Associates 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 Stephen J. Garry & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 7.6k 669.33
2025-06-30 $4.9M 7.9k 620.86
2025-03-31 $4.5M 8.0k 561.88
2024-09-30 $4.7M 8.2k 576.82
2024-06-30 $4.5M 8.3k 547.23
2024-03-31 $4.4M 8.3k 525.75
2023-12-31 $3.8M 8.0k 477.66