iShares S&P 500 Index shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Panoramic Investment 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 Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.4k | 669.28 |
| 2025-06-30 | $2.7M | 4.3k | 620.89 |
| 2025-03-31 | $2.4M | 4.3k | 561.84 |
| 2024-12-31 | $2.5M | 4.3k | 588.75 |
| 2024-09-30 | $2.4M | 4.2k | 576.84 |
| 2024-03-31 | $2.1M | 3.9k | 525.71 |
| 2023-12-31 | $1.8M | 3.7k | 477.67 |
| 2023-09-30 | $1.6M | 3.6k | 429.41 |
| 2022-12-31 | $1.3M | 3.3k | 384.22 |
More positions owned by Panoramic Investment Advisors
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