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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares S&P 500 Index

Creative Planning
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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