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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

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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
2024-09-30 $1.4M 25k 57.11
2024-06-30 $1.4M 25k 54.75
2024-03-31 $1.3M 25k 52.27

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Blackstone Group Inc Com Cl A (BX)
Palo Alto Networks (PANW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for BigSur Wealth Management

Top funds holding Ishares S&p 500 Etf

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BigSur Wealth Management

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