iShares S&P 500 Index shares owned by Sterling Group Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Group Wealth Management
from 13F filings
Historical chart of Sterling Group Wealth Management 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 Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Sterling Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $472k | 705 | 669.30 |
| 2025-06-30 | $438k | 705 | 620.90 |
| 2025-03-31 | $412k | 734 | 561.90 |
| 2024-12-31 | $415k | 705 | 588.68 |
| 2024-09-30 | $407k | 705 | 576.82 |
| 2024-06-30 | $386k | 705 | 547.23 |
| 2023-12-31 | $337k | 705 | 477.63 |
| 2023-09-30 | $246k | 573 | 429.43 |
| 2023-06-30 | $255k | 573 | 445.71 |
| 2023-03-31 | $236k | 573 | 411.08 |
| 2022-12-31 | $220k | 573 | 384.21 |
More positions owned by Sterling Group Wealth Management
View all positions for Sterling Group Wealth Management