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iShares S&P 500 Index shares owned by Shorepath Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shorepath Capital Management from 13F filings

Historical chart of Shorepath Capital Management 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 Shorepath Capital Management 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 Shorepath Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 8.3k 547.23
2024-03-31 $4.3M 8.3k 525.73
2023-12-31 $4.0M 8.3k 477.63

More positions owned by Shorepath Capital Management

Bank of America Corp Common (BAC)
Meta Platforms Common (META)
Goldman Sachs Group Inc/The Common (GS)
Apple Common (AAPL)
Berkshire Hathaway Common (BRK.B)
EOG Resources Common (EOG)
Danaher Corp Common (DHR)
Dell Technologies Common (DELL)
Comcast Corp Common (CMCSA)
Honeywell International Common (HON)
Visa Common (V)
Alcon Common (ALC)
Fortive Corp Common (FTV)
Airbnb Common (ABNB)
Adobe Common (ADBE)

View all positions for Shorepath Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index