Pathstone Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Pathstone Family Office's IVV Position: Q3 2023 in Review
Pathstone Family Office increased its iShares Core S&P 500 ETF (IVV) stake by 121% in Q3 2023, buying an estimated $558M and bringing the position to 2,280,752 shares worth $979M. The position accounts for 7.47% of the portfolio, ranked #2.
Pathstone Family Office first reported a position in IVV in Q2 2013 and has held it in 41 quarters since. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.
- Pathstone Family Office held 2,280,752 shares of iShares Core S&P 500 ETF worth $979M as of Q3 2023.
- Pathstone Family Office bought 1,246,434 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $558M.
- iShares Core S&P 500 ETF made up 7.47% of Pathstone Family Office's portfolio in Q3 2023, its #2 holding.
- Pathstone Family Office first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 41 quarters since.
- 2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.
Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.