iShares S&P 500 Index shares owned by Stewardship Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stewardship Advisors
from 13F filings
Historical chart of Stewardship Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Stewardship 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 Stewardship Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $61M | 105k | 576.82 |
| 2024-06-30 | $56M | 102k | 547.23 |
| 2024-03-31 | $56M | 106k | 525.73 |
| 2023-12-31 | $40M | 84k | 477.63 |
| 2023-09-30 | $27M | 63k | 429.43 |
| 2023-06-30 | $23M | 51k | 445.71 |
| 2023-03-31 | $19M | 46k | 411.08 |
| 2022-12-31 | $21M | 54k | 384.21 |
| 2022-09-30 | $21M | 59k | 358.66 |
| 2022-06-30 | $28M | 74k | 379.15 |
| 2022-03-31 | $32M | 70k | 453.70 |
| 2021-12-31 | $41M | 87k | 476.99 |
| 2021-09-30 | $42M | 97k | 430.82 |
| 2021-06-30 | $29M | 67k | 429.92 |
| 2021-03-31 | $26M | 66k | 397.82 |
| 2020-12-31 | $23M | 60k | 375.39 |
| 2020-09-30 | $4.3M | 12k | 348.73 |