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iShares S&P 500 Index shares owned by Stiles Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stiles Financial Services from 13F filings

Historical chart of Stiles Financial Services 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 Stiles Financial Services 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 Stiles Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 1.0k 669.62
2025-06-30 $726k 1.2k 620.90
2025-03-31 $657k 1.2k 562.13
2024-12-31 $688k 1.2k 588.67
2024-09-30 $673k 1.2k 577.01
2024-06-30 $751k 1.4k 547.14