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
Download as csvQuarterly 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 |