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iShares S&P 500 Index shares owned by Northstar Asset Management

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

Historical chart of Northstar Asset Management 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 Northstar Asset Management 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 Northstar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 750 669.30
2025-06-30 $466k 750 620.90
2025-03-31 $421k 750 561.90
2024-12-31 $442k 750 588.68
2024-09-30 $433k 750 576.82
2024-06-30 $410k 750 547.23
2024-03-31 $394k 750 525.73
2023-12-31 $358k 750 477.63
2023-09-30 $322k 750 429.43