iShares S&P 500 Index shares owned by 1 North Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 1 North Wealth Services
from 13F filings
Historical chart of 1 North Wealth Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by 1 North Wealth Services 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 1 North Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 6.5k | 669.33 |
| 2025-06-30 | $4.2M | 6.8k | 620.92 |
| 2024-12-31 | $6.4M | 11k | 588.69 |
| 2019-12-31 | $3.4M | 11k | 323.20 |
| 2019-09-30 | $3.1M | 10k | 298.56 |
| 2019-03-31 | $3.1M | 11k | 284.57 |
| 2018-12-31 | $3.0M | 12k | 251.58 |