iShares S&P 500 Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Stone Point Wealth 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 5.6k | 477.66 |
| 2023-09-30 | $2.4M | 5.5k | 429.45 |
| 2023-06-30 | $2.4M | 5.3k | 445.73 |
| 2023-03-31 | $2.2M | 5.3k | 411.10 |
| 2022-12-31 | $2.0M | 5.2k | 384.23 |
| 2022-09-30 | $1.7M | 4.9k | 358.66 |
| 2022-06-30 | $1.8M | 4.8k | 379.29 |
| 2022-03-31 | $2.3M | 5.0k | 455.20 |
| 2021-12-31 | $2.3M | 4.9k | 478.07 |