iShares S&P 500 Index shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 13k | 669.31 |
| 2025-06-30 | $7.8M | 13k | 620.91 |
| 2025-03-31 | $7.1M | 13k | 561.91 |
| 2024-12-31 | $7.4M | 13k | 588.69 |
| 2024-09-30 | $7.2M | 12k | 576.82 |
| 2024-06-30 | $6.8M | 13k | 547.25 |
| 2024-03-31 | $6.8M | 13k | 525.75 |
| 2023-12-31 | $6.3M | 13k | 477.62 |
| 2023-09-30 | $5.6M | 13k | 429.42 |
| 2023-06-30 | $5.9M | 13k | 445.72 |
| 2023-03-31 | $5.2M | 13k | 411.07 |
| 2022-12-31 | $4.9M | 13k | 384.20 |
| 2022-09-30 | $4.4M | 12k | 358.66 |
| 2022-06-30 | $4.6M | 12k | 379.16 |
| 2022-03-31 | $5.3M | 12k | 453.70 |
| 2021-12-31 | $5.8M | 12k | 476.99 |
| 2021-09-30 | $5.1M | 12k | 430.79 |
| 2021-06-30 | $5.3M | 12k | 429.91 |
| 2021-03-31 | $5.0M | 13k | 397.77 |
| 2020-12-31 | $4.8M | 13k | 375.36 |
More positions owned by Sterling Financial Planning
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