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iShares S&P 500 Index shares owned by Paces Ferry Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paces Ferry Wealth Advisors from 13F filings

Historical chart of Paces Ferry Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Paces Ferry Wealth 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 Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 7.9k 576.81
2024-06-30 $4.1M 7.5k 547.23
2024-03-31 $3.9M 7.5k 525.71
2023-12-31 $4.1M 8.6k 477.63
2023-09-30 $3.6M 8.4k 429.43
2023-06-30 $3.9M 8.7k 445.70
2023-03-31 $3.7M 9.0k 411.09
2022-12-31 $4.1M 11k 384.22
2022-09-30 $3.9M 11k 358.65
2022-06-30 $4.1M 11k 379.12
2022-03-31 $4.9M 11k 453.71
2021-12-31 $5.5M 12k 477.02
2021-09-30 $4.9M 11k 430.82
2021-06-30 $5.0M 12k 429.94
2021-03-31 $4.7M 12k 397.80
2020-12-31 $4.4M 12k 375.39
2020-09-30 $4.1M 12k 336.04