Sterling Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
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 $14M 58k 243.41
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

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Sterling Investment Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index