iShares S&P 500 Index shares owned by Running Point Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Running Point Capital Advisors
from 13F filings
Historical chart of Running Point Capital 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 Running Point Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Running Point Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.1k | 669.38 |
| 2025-06-30 | $2.1M | 3.3k | 620.90 |
| 2025-03-31 | $1.0M | 1.8k | 562.01 |
| 2024-12-31 | $268k | 455 | 588.68 |
| 2024-09-30 | $223k | 387 | 576.82 |
| 2024-06-30 | $264k | 483 | 547.23 |
| 2024-03-31 | $200k | 381 | 525.73 |
| 2023-09-30 | $138k | 322 | 429.43 |
| 2023-06-30 | $144k | 322 | 445.71 |
| 2023-03-31 | $132k | 322 | 411.08 |
| 2022-12-31 | $124k | 322 | 384.21 |
| 2022-09-30 | $115k | 322 | 357.14 |
| 2021-12-31 | $210k | 441 | 476.19 |
| 2021-09-30 | $5.1M | 12k | 430.79 |
| 2021-06-30 | $5.0M | 12k | 429.94 |
| 2021-03-31 | $5.0M | 13k | 397.79 |
| 2020-12-31 | $4.5M | 12k | 375.42 |
More positions owned by Running Point Capital Advisors
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