iShares S&P 500 Index shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Pacific Capital 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 Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $219k | 292 | 748.89 |
| 2024-12-31 | $183k | 311 | 588.68 |
| 2024-09-30 | $179k | 311 | 576.82 |
| 2024-06-30 | $170k | 311 | 547.23 |
| 2024-03-31 | $164k | 311 | 525.73 |
| 2023-12-31 | $149k | 311 | 477.63 |
| 2020-09-30 | $109k | 325 | 335.38 |
More positions owned by Pacific Capital Wealth Advisors
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