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iShares S&P 500 Index shares owned by Running Point Capital Advisors

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

Historical chart of Running Point Capital Advisors 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 Running Point Capital 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 Running Point Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 381 525.73
2023-09-30 $138k 322 429.43
2023-06-30 $144k 322 445.71
2023-03-31 $132k 322 411.08
2022-12-31 $124k 322 384.21
2022-09-30 $115k 322 357.14
2021-12-31 $210k 441 476.19
2021-09-30 $5.1M 12k 430.79
2021-06-30 $5.0M 12k 429.94
2021-03-31 $5.0M 13k 397.79
2020-12-31 $4.5M 12k 375.42