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iShares S&P 500 Index shares owned by Seven Post Investment Office

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Seven Post Investment Office from 13F filings

Historical chart of Seven Post Investment Office 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 Seven Post Investment Office 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 Seven Post Investment Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 3.9k 669.30
2025-06-30 $2.4M 3.9k 620.90
2025-03-31 $2.2M 3.9k 561.90
2024-12-31 $2.3M 3.9k 588.68
2024-09-30 $2.2M 3.9k 576.82
2024-06-30 $2.1M 3.9k 547.23
2024-03-31 $2.0M 3.9k 525.73
2023-12-31 $1.8M 3.9k 477.63
2023-09-30 $1.7M 3.9k 429.43
2023-06-30 $1.7M 3.9k 445.71