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iShares S&P 500 Index shares owned by North Capital

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

Historical chart of North Capital 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 North Capital 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 North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $119k 177 669.30
2025-06-30 $109k 176 620.90
2025-03-31 $110k 196 561.90

More positions owned by North Capital

Spdr Series Trust Loomberg 1-3 Mo (BIL)
Dimensional Etf Trust S Core Eqt Mkt (DFAU)
Apple Om (AAPL)
Dimensional Etf Trust Ntl Core Eqt Mk (DFAI)
Dimensional Etf Trust Mgr Cre Eqt Mng (DFAE)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Scottsdale Fds Hort Term Treas (VGSH)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Instl Index Ltra-short Trea (VGUS)
Microsoft Corp Om (MSFT)
Berkshire Hathaway Inc Del L B New (BRK.B)
Meta Platforms L A (META)
Ubs Ag London Branch Tracs Alerian M (AMUB)
Vanguard Star Fds G Tl Intl Stk F (VXUS)
Alphabet Ap Stk Cl A (GOOGL)

View all positions for North Capital

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index