iShares S&P 500 Index shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 323 | 669.35 |
| 2025-06-30 | $201k | 323 | 620.92 |
| 2024-06-30 | $808k | 1.5k | 547.23 |
| 2024-03-31 | $203k | 386 | 525.73 |
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