iShares S&P 500 Index shares owned by Stonehearth Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stonehearth Capital Management
from 13F filings
Historical chart of Stonehearth Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stonehearth Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $298k | 506 | 588.40 |
| 2024-09-30 | $292k | 506 | 576.54 |
| 2024-06-30 | $277k | 506 | 546.97 |
| 2024-03-31 | $341k | 649 | 525.53 |
| 2023-12-31 | $310k | 649 | 477.45 |
| 2023-09-30 | $279k | 649 | 429.27 |
| 2023-06-30 | $258k | 579 | 445.52 |
| 2023-03-31 | $208k | 506 | 410.88 |
| 2022-12-31 | $220k | 574 | 384.05 |
| 2022-09-30 | $206k | 574 | 358.89 |
| 2022-06-30 | $224k | 574 | 390.24 |
| 2022-03-31 | $229k | 505 | 453.47 |
| 2021-12-31 | $241k | 505 | 477.23 |
| 2021-09-30 | $218k | 505 | 431.68 |
| 2021-06-30 | $317k | 737 | 430.12 |
| 2021-03-31 | $293k | 737 | 397.56 |
| 2020-12-31 | $278k | 740 | 375.68 |
| 2020-09-30 | $249k | 740 | 336.49 |
| 2020-06-30 | $267k | 814 | 328.48 |
| 2020-03-31 | $235k | 909 | 258.53 |
| 2019-12-31 | $233k | 721 | 323.16 |
| 2019-09-30 | $215k | 721 | 298.20 |
| 2019-06-30 | $213k | 721 | 295.42 |
| 2019-03-31 | $205k | 721 | 284.33 |
| 2018-12-31 | $210k | 836 | 251.20 |
More positions owned by Stonehearth Capital Management
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