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iShares S&P 500 Index shares owned by Isthmus Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Isthmus Partners from 13F filings

Historical chart of Isthmus Partners 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 Isthmus Partners 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 Isthmus Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $202k 264 765.85
2025-03-31 $268k 476 561.90
2024-06-30 $3.8M 138 27868.57
2017-12-31 $2.0k 8 250.00
2016-12-31 $69k 305 226.23

More positions owned by Isthmus Partners

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Johnson & Johnson (JNJ)
Broadcom (AVGO)
Bank of New York Mellon Corporation (BNY)
Qualcomm (QCOM)
Applied Materials (AMAT)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Abbvie (ABBV)
W.W. Grainger (GWW)
Trane Technologies SHS (TT)
Rockwell Automation (ROK)

View all positions for Isthmus Partners

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Jones Financial Companies, L.L
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Pnc Financial Services
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