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iShares S&P 500 Index shares owned by Pacific Point Advisors

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

Historical chart of Pacific Point Advisors 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 Pacific Point Advisors 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 Pacific Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $795k 1.2k 669.35
2025-06-30 $738k 1.2k 620.92
2025-03-31 $653k 1.2k 561.90

More positions owned by Pacific Point Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Tesla Motors (TSLA)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Hubbell (HUBB)
Intuit (INTU)
Broadcom (AVGO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pepsi (PEP)
O'reilly Automotive (ORLY)
Spdr Gold Tr Gold Shs (GLD)
UnitedHealth (UNH)

View all positions for Pacific Point Advisors

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