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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

Tip: Access up to 7 years of quarterly data

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
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 $112M 282k 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

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

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