iShares S&P 500 Index shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $80M | 120k | 669.30 |
| 2025-06-30 | $75M | 120k | 620.90 |
| 2025-03-31 | $67M | 119k | 561.90 |
| 2024-12-31 | $70M | 119k | 588.68 |
| 2024-09-30 | $65M | 113k | 576.82 |
| 2024-06-30 | $61M | 111k | 547.23 |
| 2024-03-31 | $52M | 99k | 525.73 |
| 2023-12-31 | $46M | 96k | 477.63 |
| 2023-09-30 | $41M | 96k | 429.43 |
| 2023-06-30 | $38M | 86k | 445.71 |
| 2023-03-31 | $33M | 79k | 411.08 |
| 2022-12-31 | $27M | 70k | 384.21 |
| 2022-09-30 | $14M | 39k | 358.65 |
| 2022-06-30 | $15M | 39k | 379.16 |
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