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iShares S&P 500 Index shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 550 525.73
2022-06-30 $38k 100 380.00
2019-09-30 $4.0k 13 307.69

More positions owned by Sterling Investment Advisors

Apple (AAPL)
Amazon (AMZN)
Kinder Morgan (KMI)
Alphabet Inc Class A cs (GOOGL)
Globus Med Inc cl a (GMED)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Crowdstrike Hldgs Inc cl a (CRWD)
iShares Core S&P Small-Cap ETF Etf (SPSM)
iShares Select Dividend ETF Etf (DVY)
Home Depot (HD)
VanEck Gold Miners ETF Etf (GDX)
SPDR Gold MiniShares ETF Etf (GLDM)
Kkr & Co (KKR)

View all positions for Sterling Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index