iShares S&P 500 Index shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $595k | 1.0k | 576.65 |
| 2024-06-30 | $545k | 997 | 547.01 |
| 2024-03-31 | $485k | 922 | 525.46 |
| 2023-12-31 | $443k | 926 | 477.86 |
| 2023-09-30 | $360k | 828 | 434.39 |
| 2023-06-30 | $375k | 842 | 445.83 |
| 2023-03-31 | $361k | 877 | 411.15 |
| 2022-12-31 | $337k | 877 | 384.23 |
| 2022-09-30 | $364k | 1.0k | 358.97 |
| 2022-06-30 | $388k | 1.0k | 379.28 |
| 2022-03-31 | $464k | 1.0k | 454.01 |
| 2021-12-31 | $479k | 1.0k | 476.62 |
| 2021-09-30 | $443k | 1.0k | 430.93 |
| 2021-06-30 | $447k | 1.0k | 430.22 |
| 2021-03-31 | $411k | 1.0k | 397.87 |
| 2020-12-31 | $407k | 1.1k | 375.46 |
| 2020-09-30 | $392k | 1.2k | 336.48 |
| 2020-06-30 | $393k | 1.3k | 309.45 |
| 2020-03-31 | $351k | 1.4k | 258.47 |
| 2019-12-31 | $464k | 1.4k | 323.12 |
| 2019-09-30 | $419k | 1.4k | 298.43 |
| 2019-06-30 | $420k | 1.4k | 299.15 |
| 2019-03-31 | $409k | 1.4k | 284.82 |
| 2018-12-31 | $338k | 1.3k | 251.86 |
| 2018-09-30 | $346k | 1.2k | 292.97 |
| 2018-06-30 | $309k | 1.1k | 273.21 |
| 2018-03-31 | $232k | 874 | 265.45 |
| 2017-12-31 | $235k | 873 | 269.19 |
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