iShares S&P 500 Index shares owned by Partners Capital Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Partners Capital Investment Group
from 13F filings
Historical chart of Partners Capital Investment Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Partners Capital Investment Group 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 Partners Capital Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515M | 769k | 669.30 |
| 2025-06-30 | $506M | 815k | 620.90 |
| 2025-03-31 | $1.2B | 2.1M | 561.90 |
| 2024-12-31 | $636M | 1.1M | 588.68 |
| 2024-09-30 | $1.1B | 1.9M | 576.82 |
| 2024-06-30 | $1.0B | 1.9M | 548.34 |
| 2024-03-31 | $424M | 806k | 525.73 |
| 2023-12-31 | $687M | 1.4M | 477.63 |
| 2023-09-30 | $498M | 1.2M | 429.43 |
| 2023-06-30 | $463M | 1.0M | 445.71 |
| 2023-03-31 | $193M | 471k | 411.08 |
| 2022-12-31 | $203M | 528k | 384.21 |
| 2022-09-30 | $144M | 402k | 358.65 |
| 2022-06-30 | $118M | 311k | 379.15 |
| 2022-03-31 | $138M | 304k | 453.69 |
| 2021-12-31 | $112M | 234k | 476.99 |
| 2021-09-30 | $76M | 177k | 430.82 |
| 2021-06-30 | $75M | 174k | 429.92 |
| 2021-03-31 | $69M | 173k | 397.82 |
| 2020-12-31 | $95M | 253k | 375.39 |
| 2020-09-30 | $106M | 315k | 336.06 |
| 2020-06-30 | $100M | 322k | 309.69 |
| 2020-03-31 | $101M | 390k | 258.40 |
| 2019-12-31 | $113M | 350k | 323.24 |
| 2019-09-30 | $95M | 320k | 298.52 |
| 2019-06-30 | $89M | 303k | 294.75 |
| 2019-03-31 | $105M | 369k | 284.56 |
| 2018-12-31 | $100M | 399k | 251.61 |
| 2018-09-30 | $93M | 317k | 292.73 |
| 2018-06-30 | $88M | 323k | 273.05 |
| 2018-03-31 | $95M | 359k | 265.37 |
| 2017-12-31 | $64M | 238k | 268.85 |
More positions owned by Partners Capital Investment Group
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