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
Download as csvQuarterly 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 |
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