iShares S&P 500 Index shares owned by Everpar Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Everpar Advisors
from 13F filings
Historical chart of Everpar Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Everpar Advisors 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 Everpar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 19k | 669.30 |
| 2025-06-30 | $9.2M | 15k | 620.88 |
| 2025-03-31 | $6.0M | 11k | 561.88 |
| 2024-12-31 | $4.9M | 8.3k | 588.68 |
| 2024-09-30 | $4.5M | 7.8k | 576.85 |
| 2024-06-30 | $3.6M | 6.5k | 547.22 |
| 2024-03-31 | $1.8M | 3.4k | 525.73 |
| 2023-12-31 | $342k | 715 | 477.63 |