iShares S&P 500 Index shares owned by Northstar Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northstar Wealth Partners
from 13F filings
Historical chart of Northstar Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Northstar Wealth 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 Northstar Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $232k | 691 | 335.75 |
| 2020-06-30 | $1.7M | 5.6k | 309.62 |
| 2020-03-31 | $1.4M | 5.6k | 258.38 |
| 2019-12-31 | $1.8M | 5.7k | 323.20 |
| 2019-09-30 | $1.7M | 5.8k | 298.47 |
| 2019-06-30 | $1.7M | 5.8k | 294.79 |
| 2019-03-31 | $1.6M | 5.7k | 284.55 |
| 2018-12-31 | $1.5M | 5.9k | 251.57 |
| 2018-09-30 | $1.0M | 5.3k | 196.23 |
| 2018-06-30 | $1.5M | 5.4k | 272.96 |
| 2018-03-31 | $1.2M | 4.4k | 265.22 |