iShares S&P 500 Index shares owned by Sterling Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Investment Counsel
from 13F filings
Historical chart of Sterling Investment Counsel investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sterling Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 12k | 669.32 |
| 2025-06-30 | $1.8M | 2.9k | 620.87 |
| 2025-03-31 | $6.7M | 12k | 561.91 |
| 2024-12-31 | $1.7M | 2.9k | 588.62 |
| 2024-09-30 | $6.8M | 12k | 576.82 |
| 2024-06-30 | $6.5M | 12k | 547.22 |
| 2024-03-31 | $6.6M | 13k | 525.72 |
| 2023-12-31 | $6.3M | 13k | 477.62 |
| 2023-09-30 | $6.0M | 14k | 429.42 |
| 2023-06-30 | $6.3M | 14k | 445.70 |
| 2023-03-31 | $5.6M | 14k | 411.09 |
| 2022-12-31 | $6.0M | 16k | 384.22 |
| 2022-09-30 | $5.0M | 14k | 358.67 |
| 2022-06-30 | $4.7M | 13k | 379.16 |
| 2022-03-31 | $5.4M | 11k | 476.96 |
| 2021-12-31 | $5.4M | 11k | 476.96 |
More positions owned by Sterling Investment Counsel
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