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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All positions including iShares S&P 500 Index held by Sterling Investment Advisors 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 Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 509 | 669.30 |
| 2025-06-30 | $316k | 509 | 620.90 |
| 2025-03-31 | $283k | 503 | 561.90 |
| 2024-12-31 | $293k | 497 | 588.68 |
| 2024-09-30 | $336k | 582 | 576.82 |
| 2024-03-31 | $289k | 550 | 525.73 |
| 2022-06-30 | $38k | 100 | 380.00 |
| 2019-09-30 | $4.0k | 13 | 307.69 |
More positions owned by Sterling Investment Advisors
View all positions for Sterling Investment Advisors