iShares S&P 500 Index shares owned by Atwood & Palmer
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atwood & Palmer
from 13F filings
Historical chart of Atwood & Palmer investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Atwood & Palmer 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 Atwood & Palmer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 669.44 |
| 2025-06-30 | $1.1M | 1.8k | 621.03 |
| 2025-03-31 | $989k | 1.8k | 562.02 |
| 2024-12-31 | $1.2M | 2.1k | 588.79 |
| 2024-09-30 | $1.2M | 2.1k | 576.82 |
| 2024-06-30 | $1.2M | 2.1k | 547.23 |
| 2024-03-31 | $1.1M | 2.1k | 525.73 |
| 2023-12-31 | $1.2M | 2.5k | 477.63 |
| 2023-09-30 | $969k | 2.3k | 429.43 |
| 2023-06-30 | $1.0M | 2.3k | 445.71 |
| 2023-03-31 | $294k | 715 | 411.08 |
| 2022-12-31 | $275k | 715 | 384.21 |
| 2022-09-30 | $256k | 715 | 358.04 |
| 2022-06-30 | $271k | 715 | 379.02 |
| 2022-03-31 | $324k | 715 | 453.15 |
| 2021-12-31 | $341k | 715 | 476.92 |
| 2021-09-30 | $308k | 715 | 430.77 |
| 2021-06-30 | $341k | 794 | 429.47 |
| 2021-03-31 | $545k | 1.4k | 397.81 |
| 2020-12-31 | $368k | 979 | 375.89 |
| 2020-09-30 | $286k | 850 | 336.47 |
| 2020-06-30 | $273k | 882 | 309.52 |
| 2020-03-31 | $228k | 882 | 258.50 |
| 2019-12-31 | $285k | 882 | 323.13 |
| 2019-09-30 | $263k | 882 | 298.19 |
| 2019-06-30 | $284k | 964 | 294.61 |
| 2019-03-31 | $331k | 1.2k | 284.36 |
| 2018-12-31 | $293k | 1.2k | 251.72 |
| 2018-09-30 | $341k | 1.2k | 292.96 |
| 2018-06-30 | $318k | 1.2k | 273.20 |
| 2018-03-31 | $88k | 332 | 265.06 |
| 2017-12-31 | $104k | 386 | 269.43 |
| 2017-09-30 | $98k | 386 | 253.89 |
| 2017-06-30 | $158k | 651 | 242.70 |
| 2017-03-31 | $154k | 651 | 236.56 |
| 2016-12-31 | $19k | 85 | 223.53 |
| 2016-09-30 | $19k | 85 | 223.53 |
| 2016-06-30 | $18k | 85 | 211.76 |
| 2016-03-31 | $18k | 85 | 211.76 |
| 2015-12-31 | $18k | 85 | 211.76 |
| 2015-09-30 | $16k | 85 | 188.24 |
| 2015-06-30 | $18k | 85 | 211.76 |
| 2015-03-31 | $18k | 85 | 211.76 |
| 2014-12-31 | $18k | 86 | 209.30 |
| 2014-09-30 | $17k | 85 | 200.00 |
| 2014-06-30 | $17k | 85 | 200.00 |