iShares S&P 500 Index shares owned by Paladin Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paladin Advisory Group
from 13F filings
Historical chart of Paladin Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Paladin Advisory Group 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 Paladin Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 5.6k | 477.63 |
| 2023-09-30 | $2.5M | 5.8k | 429.40 |
| 2023-06-30 | $2.8M | 6.3k | 445.68 |
| 2023-03-31 | $2.6M | 6.3k | 411.08 |
| 2022-12-31 | $2.4M | 6.3k | 384.22 |
| 2022-09-30 | $2.3M | 6.4k | 358.53 |
| 2022-06-30 | $2.5M | 6.6k | 379.03 |
| 2022-03-31 | $2.9M | 6.3k | 454.81 |
| 2021-12-31 | $3.0M | 6.4k | 476.89 |