iShares S&P 500 Index shares owned by True North Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by True North Advisors 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 True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $433k | 750 | 576.76 |
| 2024-06-30 | $401k | 733 | 547.17 |
| 2024-03-31 | $497k | 946 | 525.51 |
| 2023-12-31 | $435k | 910 | 477.74 |
| 2023-09-30 | $437k | 1.0k | 429.44 |
| 2023-06-30 | $420k | 942 | 445.93 |
| 2023-03-31 | $418k | 1.0k | 411.20 |
| 2022-12-31 | $458k | 1.2k | 384.37 |
| 2022-09-30 | $413k | 1.2k | 358.51 |
| 2022-06-30 | $495k | 1.3k | 379.02 |
| 2022-03-31 | $578k | 1.3k | 453.69 |
| 2021-12-31 | $652k | 1.4k | 476.96 |
| 2021-09-30 | $589k | 1.4k | 430.87 |
| 2021-06-30 | $600k | 1.4k | 429.80 |
| 2021-03-31 | $629k | 1.6k | 397.60 |
| 2020-12-31 | $660k | 1.8k | 375.00 |
| 2020-09-30 | $680k | 2.0k | 335.80 |
| 2020-06-30 | $668k | 2.2k | 309.69 |
| 2020-03-31 | $355k | 1.4k | 257.81 |
| 2019-12-31 | $505k | 1.6k | 322.89 |