iShares S&P 500 Index shares owned by Paracle Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paracle Advisors
from 13F filings
Historical chart of Paracle Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Paracle Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $800k | 2.0k | 397.81 |
| 2020-12-31 | $1.1M | 3.0k | 375.25 |
| 2020-09-30 | $997k | 3.0k | 336.14 |
| 2020-06-30 | $957k | 3.1k | 309.51 |
| 2020-03-31 | $807k | 3.1k | 258.32 |
| 2019-09-30 | $608k | 2.0k | 298.48 |
| 2019-06-30 | $318k | 1.1k | 294.17 |
| 2019-03-31 | $307k | 1.1k | 284.00 |
| 2018-12-31 | $223k | 886 | 251.69 |
| 2018-09-30 | $247k | 846 | 291.96 |
| 2018-06-30 | $231k | 846 | 273.05 |
| 2018-03-31 | $268k | 1.0k | 265.61 |
| 2017-12-31 | $281k | 1.2k | 236.73 |
| 2017-09-30 | $360k | 1.4k | 252.63 |
| 2017-06-30 | $346k | 1.4k | 242.81 |
| 2017-03-31 | $281k | 1.2k | 236.73 |
| 2016-12-31 | $267k | 1.2k | 224.94 |
| 2016-09-30 | $314k | 1.4k | 217.75 |
| 2016-03-31 | $327k | 1.6k | 206.44 |
| 2015-12-31 | $308k | 1.5k | 204.92 |
| 2015-09-30 | $294k | 1.5k | 192.28 |
| 2015-06-30 | $317k | 1.5k | 207.33 |
| 2015-03-31 | $288k | 1.4k | 207.64 |
| 2014-12-31 | $287k | 1.4k | 206.92 |
| 2014-09-30 | $277k | 1.4k | 197.86 |