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iShares S&P 500 Index shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 13k 669.30
2025-06-30 $8.1M 13k 620.90
2025-03-31 $7.4M 13k 561.90
2024-12-31 $7.7M 13k 588.68
2024-09-30 $7.5M 13k 576.82
2024-06-30 $7.1M 13k 547.23
2024-03-31 $6.8M 13k 525.73
2023-12-31 $6.6M 14k 477.63