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iShares S&P 500 Index shares owned by True Capital Management

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

Historical chart of True Capital Management 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 True 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 True Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.3M 3.2k 411.02
2022-12-31 $1.2M 3.1k 384.21

More positions owned by True Capital Management

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Coinbase Global Com Cl A (COIN)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index