iShares S&P 500 Index shares owned by Stephens
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stephens
from 13F filings
Historical chart of Stephens investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stephens
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 669.32 |
| 2025-06-30 | $9.1M | 15k | 620.91 |
| 2025-03-31 | $8.4M | 15k | 561.90 |
| 2024-12-31 | $8.9M | 15k | 588.69 |
| 2024-09-30 | $7.0M | 12k | 576.83 |
| 2024-06-30 | $5.5M | 10k | 547.24 |
| 2024-03-31 | $5.3M | 10k | 525.75 |
| 2023-09-30 | $3.7M | 8.6k | 429.45 |
| 2023-06-30 | $3.7M | 8.2k | 445.70 |
| 2023-03-31 | $3.4M | 8.3k | 411.09 |
| 2022-12-31 | $2.8M | 7.2k | 384.23 |
| 2022-09-30 | $2.5M | 7.1k | 358.61 |
| 2022-06-30 | $2.8M | 7.3k | 379.17 |
| 2022-03-31 | $3.7M | 8.2k | 453.66 |
| 2021-12-31 | $8.2M | 17k | 477.01 |
| 2021-09-30 | $7.7M | 18k | 430.81 |
| 2021-06-30 | $7.1M | 17k | 429.89 |
| 2021-03-31 | $8.6M | 22k | 397.84 |
| 2020-12-31 | $8.9M | 24k | 375.38 |
| 2020-09-30 | $6.8M | 20k | 336.06 |
| 2020-06-30 | $4.3M | 14k | 309.72 |
| 2020-03-31 | $4.4M | 17k | 258.37 |
| 2019-12-31 | $4.1M | 13k | 323.20 |
| 2019-09-30 | $4.7M | 16k | 298.48 |
| 2019-06-30 | $4.4M | 15k | 294.74 |
| 2019-03-31 | $3.9M | 14k | 284.58 |
| 2018-12-31 | $2.6M | 10k | 251.60 |
| 2018-09-30 | $994k | 3.4k | 292.78 |
| 2018-06-30 | $907k | 3.3k | 273.11 |
| 2018-03-31 | $880k | 3.3k | 265.30 |
| 2017-12-31 | $906k | 3.4k | 268.68 |
| 2017-09-30 | $897k | 3.5k | 252.89 |
| 2017-06-30 | $1.0M | 4.3k | 243.33 |
| 2017-03-31 | $1.1M | 4.7k | 237.35 |
| 2016-12-31 | $899k | 4.0k | 225.09 |
| 2016-09-30 | $848k | 3.9k | 217.60 |
| 2016-06-30 | $825k | 3.9k | 210.41 |
| 2016-03-31 | $767k | 3.7k | 206.74 |
| 2015-12-31 | $760k | 3.7k | 204.96 |
| 2015-09-30 | $541k | 2.8k | 192.66 |
| 2015-06-30 | $587k | 2.8k | 207.13 |
| 2015-03-31 | $557k | 2.7k | 207.91 |
| 2014-12-31 | $278k | 1.3k | 206.54 |
| 2014-09-30 | $247k | 1.2k | 197.92 |
| 2011-06-30 | $1.8M | 14k | 133.04 |
| 2011-03-31 | $1.8M | 14k | 133.04 |
| 2010-12-31 | $1.7M | 14k | 126.26 |