iShares S&P 500 Index shares owned by TruNorth Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TruNorth Capital Management
from 13F filings
Historical chart of TruNorth Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TruNorth 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 TruNorth Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 1.3k | 669.38 |
| 2025-06-30 | $838k | 1.3k | 620.97 |
| 2025-03-31 | $1.0M | 1.8k | 561.95 |
| 2024-12-31 | $794k | 1.3k | 588.75 |
| 2024-09-30 | $778k | 1.3k | 576.89 |
| 2024-06-30 | $755k | 1.4k | 547.29 |
| 2024-03-31 | $657k | 1.2k | 525.80 |
More positions owned by TruNorth Capital Management
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