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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
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

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Value ETF Active Value Etf (JAVA)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Small-Cap ETF Small Cp Etf (VB)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
SPDR S&P Global Natural Resources ETF Glb Nat Resrce (GNR)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

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