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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Sterling Investment Counsel 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 Counsel

Quarter filed Position value Share count Share price at filing
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 12k 453.64
2021-12-31 $5.4M 11k 476.96

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Sterling Investment Counsel

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
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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