iShares S&P 500 Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $27M | 40k | 684.98 |
| 2025-09-30 | $26M | 38k | 669.33 |
| 2025-06-30 | $28M | 44k | 620.92 |
| 2025-03-31 | $17M | 30k | 561.94 |
| 2024-12-31 | $8.7M | 15k | 566.80 |
| 2024-09-30 | $16M | 27k | 576.85 |
| 2024-06-30 | $7.3M | 13k | 547.27 |
| 2024-03-31 | $15M | 28k | 525.76 |
| 2023-09-30 | $8.1M | 19k | 429.45 |
| 2023-06-30 | $4.7M | 11k | 445.75 |
| 2023-03-31 | $13M | 32k | 411.08 |
| 2022-12-31 | $7.2M | 19k | 384.21 |
| 2022-09-30 | $6.2M | 17k | 358.61 |
| 2022-06-30 | $5.7M | 15k | 379.05 |
| 2022-03-31 | $6.5M | 14k | 453.68 |
| 2021-12-31 | $4.9M | 10k | 476.95 |
| 2021-09-30 | $3.8M | 8.8k | 430.82 |
| 2021-06-30 | $2.9M | 6.7k | 429.83 |
| 2021-03-31 | $2.5M | 6.3k | 397.82 |
| 2020-12-31 | $2.7M | 7.1k | 375.28 |
| 2020-09-30 | $1.3M | 5.1k | 258.55 |
| 2020-06-30 | $1.7M | 5.5k | 309.74 |
| 2020-03-31 | $1.3M | 5.1k | 258.55 |
| 2019-12-31 | $1.5M | 4.5k | 323.10 |
| 2019-09-30 | $1.3M | 4.2k | 298.61 |
| 2019-06-30 | $1.4M | 4.8k | 294.67 |
| 2018-12-31 | $1.1M | 4.5k | 251.62 |
| 2018-09-30 | $1.8M | 6.0k | 292.70 |
| 2018-06-30 | $769k | 2.8k | 273.08 |
| 2018-03-31 | $771k | 2.9k | 265.31 |
| 2017-12-31 | $1.1M | 4.3k | 268.73 |
| 2017-09-30 | $833k | 3.3k | 252.88 |
More positions owned by Belpointe Asset Management
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