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Ishares S&p 500 Etf shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Ishares S&p 500 Etf (IHPCF) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Ishares S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares S&p 500 Etf held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares S&p 500 Etf by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 25k 66.22
2025-03-31 $1.4M 25k 55.25
2024-12-31 $1.4M 25k 58.97
2024-09-30 $1.4M 25k 57.11
2024-06-30 $1.4M 25k 54.75
2024-03-31 $1.3M 25k 52.27

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JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
Palo Alto Networks (PANW)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for BigSur Wealth Management

Top funds holding Ishares S&p 500 Etf

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