iShares S&P 500 Index shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 3.8k | 547.23 |
| 2024-06-30 | $2.1M | 3.8k | 547.23 |
| 2023-03-31 | $1.1M | 2.7k | 411.06 |
| 2022-12-31 | $2.0M | 5.3k | 384.21 |
| 2022-09-30 | $1.6M | 4.4k | 358.55 |
| 2022-06-30 | $3.3M | 8.7k | 379.14 |
| 2022-03-31 | $6.5M | 14k | 453.66 |
| 2021-12-31 | $7.0M | 15k | 476.95 |
| 2021-09-30 | $6.3M | 15k | 430.82 |
| 2021-06-30 | $6.9M | 16k | 429.91 |
| 2020-12-31 | $4.3M | 11k | 375.43 |
More positions owned by Cerro Pacific Wealth Advisors
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