iShares S&P 500 Index shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 9.2k | 669.27 |
| 2025-06-30 | $5.9M | 9.4k | 620.92 |
| 2025-03-31 | $5.5M | 9.8k | 561.91 |
| 2024-12-31 | $6.0M | 10k | 588.69 |
| 2024-09-30 | $5.9M | 10k | 576.81 |
| 2024-03-31 | $5.4M | 10k | 525.75 |
| 2023-12-31 | $5.1M | 11k | 477.65 |
| 2023-09-30 | $4.6M | 11k | 429.43 |
| 2023-06-30 | $4.8M | 11k | 445.71 |
| 2023-03-31 | $4.5M | 11k | 411.09 |
| 2022-12-31 | $4.4M | 11k | 384.20 |
| 2022-09-30 | $4.1M | 11k | 358.65 |
| 2022-06-30 | $4.4M | 12k | 379.14 |
| 2022-03-31 | $5.9M | 13k | 453.70 |
| 2021-12-31 | $5.8M | 13k | 443.72 |
| 2021-09-30 | $6.1M | 13k | 466.59 |
| 2021-06-30 | $5.7M | 13k | 439.04 |
| 2021-03-31 | $5.1M | 12k | 413.20 |
| 2020-12-31 | $4.5M | 12k | 375.36 |
| 2020-09-30 | $4.2M | 12k | 348.42 |
| 2020-06-30 | $3.7M | 12k | 313.48 |
| 2020-03-31 | $3.3M | 12k | 274.95 |
| 2019-12-31 | $3.9M | 12k | 323.22 |
More positions owned by Stonebridge Financial Planning Group
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