iShares S&P 500 Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 29k | 669.31 |
| 2025-06-30 | $22M | 37k | 588.68 |
| 2025-03-31 | $16M | 29k | 561.90 |
| 2024-12-31 | $22M | 37k | 590.98 |
| 2024-09-30 | $22M | 38k | 576.81 |
| 2024-06-30 | $21M | 38k | 547.23 |
| 2024-03-31 | $20M | 38k | 525.72 |
| 2023-12-31 | $19M | 40k | 477.63 |
| 2023-09-30 | $17M | 40k | 429.43 |
| 2023-06-30 | $17M | 38k | 445.72 |
| 2023-03-31 | $15M | 37k | 405.39 |
| 2022-12-31 | $14M | 37k | 384.21 |
| 2022-09-30 | $13M | 36k | 358.66 |
| 2022-06-30 | $12M | 32k | 379.15 |
| 2022-03-31 | $13M | 28k | 460.80 |
| 2021-12-31 | $11M | 25k | 452.80 |
| 2021-09-30 | $9.9M | 23k | 433.27 |
| 2021-06-30 | $9.9M | 23k | 433.27 |
| 2021-03-31 | $7.5M | 19k | 397.80 |
| 2020-12-31 | $7.0M | 19k | 375.39 |
| 2020-09-30 | $0 | 0 | 0.00 |
| 2020-06-30 | $6.1M | 20k | 309.67 |
| 2020-03-31 | $19M | 64k | 292.55 |
| 2019-12-31 | $1.5M | 19k | 80.82 |
| 2019-09-30 | $5.2M | 18k | 298.49 |
| 2019-06-30 | $3.9M | 13k | 294.72 |
| 2019-03-31 | $3.6M | 13k | 284.56 |
| 2018-12-31 | $4.1M | 14k | 292.73 |
| 2018-09-30 | $4.1M | 14k | 292.73 |
| 2018-06-30 | $3.8M | 14k | 273.07 |
| 2018-03-31 | $3.5M | 13k | 265.39 |
| 2017-12-31 | $3.8M | 14k | 268.88 |
| 2017-09-30 | $2.9M | 12k | 252.94 |
| 2017-06-30 | $2.7M | 11k | 243.38 |
| 2017-03-31 | $2.6M | 11k | 237.30 |
| 2016-12-31 | $2.5M | 11k | 225.01 |
| 2016-09-30 | $2.3M | 11k | 217.55 |
| 2016-06-30 | $2.0M | 9.3k | 210.50 |
| 2016-03-31 | $1.9M | 9.1k | 206.64 |
| 2015-12-31 | $1.9M | 9.1k | 204.86 |
| 2015-09-30 | $1.8M | 9.3k | 192.68 |
| 2015-06-30 | $2.0M | 9.5k | 207.20 |
| 2015-03-31 | $2.1M | 10k | 204.22 |
| 2014-12-31 | $1.9M | 9.5k | 202.90 |