iShares S&P 500 Index shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849k | 1.2k | 686.22 |
| 2025-06-30 | $412k | 664 | 621.05 |
| 2025-03-31 | $391k | 662 | 590.03 |
| 2024-12-31 | $415k | 705 | 588.71 |
| 2024-09-30 | $441k | 753 | 586.20 |
| 2024-06-30 | $410k | 750 | 546.93 |
| 2024-03-31 | $393k | 747 | 525.99 |
| 2023-12-31 | $356k | 745 | 477.63 |
| 2023-09-30 | $347k | 805 | 431.42 |
| 2023-06-30 | $359k | 805 | 445.71 |
| 2023-03-31 | $356k | 865 | 411.08 |
| 2022-12-31 | $381k | 992 | 384.21 |