iShares S&P 500 Index shares owned by Pacific Edge Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pacific Edge Advisors
from 13F filings
Historical chart of Pacific Edge Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Pacific Edge 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 Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $10M | 24k | 430.83 |
| 2021-06-30 | $11M | 25k | 429.92 |
| 2021-03-31 | $11M | 28k | 397.81 |
| 2020-12-31 | $11M | 29k | 375.41 |
| 2020-09-30 | $10M | 31k | 336.07 |
| 2020-06-30 | $9.8M | 32k | 309.69 |
| 2020-03-31 | $2.7M | 11k | 258.39 |
| 2019-12-31 | $9.5M | 30k | 323.24 |
| 2019-09-30 | $9.8M | 33k | 298.52 |
| 2019-06-30 | $9.9M | 34k | 294.76 |
| 2019-03-31 | $10M | 36k | 284.56 |
| 2018-12-31 | $11M | 42k | 251.61 |