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iShares S&P 500 Index shares owned by Sunpointe

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

Historical chart of Sunpointe 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 Sunpointe 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 Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 432 669.30
2025-06-30 $273k 440 621.26

More positions owned by Sunpointe

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
American Centy Etf Tr Focused Dynamic (FDG)
American Centy Etf Tr Large Cap Equity (ACLC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Mid Cap Grw Imp (MID)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)

View all positions for Sunpointe

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index