iShares S&P 500 Index shares owned by Stonehaven Wealth & Tax Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stonehaven Wealth & Tax Solutions
from 13F filings
Historical chart of Stonehaven Wealth & Tax Solutions investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stonehaven Wealth & Tax Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 348 | 669.30 |
| 2025-06-30 | $256k | 413 | 620.90 |
| 2025-03-31 | $311k | 554 | 561.90 |
| 2024-12-31 | $2.0M | 3.4k | 588.68 |
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