iShares S&P 500 Index shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 38k | 669.30 |
| 2025-06-30 | $25M | 40k | 619.98 |
| 2025-03-31 | $22M | 39k | 561.91 |
| 2024-12-31 | $23M | 38k | 588.69 |
| 2024-09-30 | $24M | 41k | 576.83 |
| 2024-06-30 | $22M | 40k | 547.24 |
| 2024-03-31 | $23M | 45k | 525.74 |
| 2023-12-31 | $22M | 46k | 477.64 |
| 2023-09-30 | $24M | 55k | 429.44 |
| 2023-06-30 | $26M | 57k | 445.72 |
| 2023-03-31 | $25M | 61k | 411.08 |
| 2022-12-31 | $23M | 59k | 384.21 |
| 2022-09-30 | $21M | 58k | 358.66 |
| 2022-06-30 | $23M | 59k | 379.14 |
| 2022-03-31 | $27M | 60k | 453.69 |
| 2021-12-31 | $29M | 60k | 476.99 |
| 2021-09-30 | $26M | 61k | 430.81 |
| 2021-06-30 | $26M | 61k | 429.92 |
| 2021-03-31 | $25M | 63k | 397.82 |
| 2020-12-31 | $23M | 61k | 375.39 |
| 2020-09-30 | $20M | 60k | 336.05 |
| 2020-06-30 | $22M | 70k | 309.69 |
| 2020-03-31 | $13M | 51k | 258.40 |
| 2019-12-31 | $17M | 53k | 323.24 |
| 2019-09-30 | $16M | 53k | 298.51 |
| 2019-06-30 | $16M | 53k | 294.76 |
| 2019-03-31 | $15M | 53k | 284.57 |
| 2018-12-31 | $13M | 52k | 251.94 |
| 2018-09-30 | $15M | 53k | 292.73 |
| 2018-06-30 | $15M | 54k | 273.04 |
| 2018-03-31 | $15M | 55k | 265.36 |
| 2017-12-31 | $15M | 55k | 268.85 |
| 2017-09-30 | $15M | 57k | 252.93 |
| 2017-06-30 | $14M | 58k | 243.41 |
| 2017-03-31 | $14M | 59k | 237.26 |
| 2016-12-31 | $13M | 59k | 224.99 |
| 2016-09-30 | $13M | 59k | 217.56 |
| 2016-06-30 | $13M | 62k | 210.51 |
| 2016-03-31 | $13M | 61k | 206.65 |
| 2015-12-31 | $12M | 61k | 204.87 |
| 2015-09-30 | $11M | 57k | 192.72 |
| 2015-06-30 | $12M | 57k | 207.22 |
| 2015-03-31 | $12M | 59k | 207.83 |
| 2014-12-31 | $12M | 58k | 206.87 |
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