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iShares S&P 500 Index shares owned by Twin Focus Capital Partners

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

Historical chart of Twin Focus Capital 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 Twin Focus Capital 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 Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 10k 477.63
2023-09-30 $4.1M 9.6k 429.43
2023-06-30 $4.7M 11k 445.71
2023-03-31 $4.4M 11k 411.08
2022-12-31 $4.1M 11k 384.21
2022-09-30 $3.8M 11k 358.70
2022-06-30 $4.1M 11k 379.18
2022-03-31 $4.9M 11k 453.67
2021-12-31 $5.2M 11k 477.01
2021-09-30 $4.7M 11k 430.82
2021-06-30 $4.7M 11k 429.95
2021-03-31 $4.5M 11k 397.79
2020-12-31 $4.3M 12k 375.42
2020-09-30 $4.1M 12k 336.06
2020-06-30 $3.8M 12k 309.73
2020-03-31 $3.6M 14k 258.44
2019-12-31 $4.1M 13k 323.23
2019-09-30 $3.9M 13k 298.50
2019-06-30 $3.8M 13k 294.75
2019-03-31 $3.7M 13k 284.59
2018-12-31 $3.6M 14k 251.61
2018-09-30 $4.3M 15k 292.77
2018-06-30 $4.1M 15k 273.04
2018-03-31 $4.1M 15k 265.34
2017-12-31 $4.1M 15k 268.83
2017-09-30 $4.0M 16k 252.91
2017-06-30 $3.8M 16k 243.41
2017-03-31 $3.7M 16k 237.29
2016-12-31 $3.0M 13k 225.02
2016-09-30 $2.8M 13k 217.59
2016-06-30 $2.9M 14k 210.48
2016-03-31 $2.6M 13k 206.68
2015-12-31 $1.7M 8.4k 204.86
2015-09-30 $1.0M 5.4k 192.75
2015-06-30 $853k 4.1k 207.14
2015-03-31 $498k 2.4k 207.93

More positions owned by Twin Focus Capital Partners

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dell Technologies CL C (DELL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Twin Focus Capital Partners

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