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iShares S&P 500 Index shares owned by Sterling Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Financial Group from 13F filings

Historical chart of Sterling Financial Group 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 Sterling Financial Group 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 Sterling Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $271k 460 588.68
2024-09-30 $265k 460 576.82
2024-06-30 $252k 460 547.23
2024-03-31 $242k 460 525.73
2023-12-31 $375k 785 477.63
2023-09-30 $337k 785 429.43
2023-06-30 $461k 1.0k 445.71