iShares S&P 500 Index shares owned by Stonebrook Private
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stonebrook Private
from 13F filings
Historical chart of Stonebrook Private 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 Stonebrook Private consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Stonebrook Private
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $673k | 1.0k | 669.63 |
| 2025-06-30 | $624k | 1.0k | 621.02 |
| 2025-03-31 | $564k | 1.0k | 561.97 |
| 2024-12-31 | $556k | 945 | 588.38 |
| 2024-09-30 | $572k | 992 | 576.81 |
| 2024-06-30 | $541k | 989 | 547.30 |
| 2024-03-31 | $531k | 1.0k | 525.59 |
| 2023-12-31 | $412k | 863 | 477.90 |