iShares S&P 500 Index shares owned by Stephenson National Bank & Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stephenson National Bank & Trust
from 13F filings
Historical chart of Stephenson National Bank & Trust investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stephenson National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 10k | 669.30 |
| 2025-06-30 | $6.2M | 10k | 620.90 |
| 2025-03-31 | $5.4M | 9.7k | 561.90 |
| 2024-12-31 | $5.7M | 9.7k | 588.68 |
| 2024-09-30 | $5.4M | 9.4k | 576.82 |
| 2024-06-30 | $5.1M | 9.4k | 547.23 |
| 2024-03-31 | $4.9M | 9.4k | 525.73 |
| 2023-12-31 | $4.5M | 9.4k | 477.63 |
| 2023-09-30 | $4.2M | 9.8k | 429.43 |
| 2023-06-30 | $4.6M | 10k | 445.71 |
| 2023-03-31 | $4.2M | 10k | 411.08 |
| 2022-12-31 | $4.0M | 10k | 384.18 |
| 2022-09-30 | $3.7M | 10k | 358.63 |
| 2022-06-30 | $3.9M | 10k | 379.11 |
| 2022-03-31 | $4.5M | 10k | 453.68 |
| 2021-12-31 | $4.8M | 10k | 477.00 |
| 2021-09-30 | $4.5M | 11k | 430.84 |
| 2021-06-30 | $4.3M | 10k | 429.89 |
| 2021-03-31 | $4.0M | 10k | 397.80 |
| 2020-12-31 | $3.7M | 9.9k | 375.37 |
| 2020-09-30 | $3.3M | 9.9k | 336.09 |
| 2020-06-30 | $3.5M | 11k | 309.68 |
| 2020-03-31 | $2.8M | 11k | 258.40 |
| 2019-12-31 | $6.6M | 20k | 323.25 |
More positions owned by Stephenson National Bank & Trust
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