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iShares S&P 500 Index shares owned by Pacific Sage Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pacific Sage Partners from 13F filings

Historical chart of Pacific Sage Partners 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 Pacific Sage Partners 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 Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 433 525.73
2023-12-31 $207k 433 477.63
2023-09-30 $227k 528 429.43
2023-06-30 $235k 528 445.71

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Ned (SSUS)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Pacific Sage Partners

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index