iShares S&P 500 Index shares owned by Parcion Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Parcion Private Wealth
from 13F filings
Historical chart of Parcion Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Parcion Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.6k | 669.30 |
| 2025-06-30 | $569M | 917k | 620.90 |
| 2025-03-31 | $1.3M | 2.3k | 561.90 |
| 2024-12-31 | $959k | 1.6k | 588.68 |
| 2024-09-30 | $940k | 1.6k | 576.82 |
| 2024-06-30 | $887k | 1.6k | 547.23 |
| 2024-03-31 | $852k | 1.6k | 525.73 |
| 2023-12-31 | $723k | 1.5k | 477.63 |
| 2023-09-30 | $651k | 1.5k | 429.43 |
| 2023-06-30 | $210k | 471 | 445.71 |
| 2023-03-31 | $755k | 1.8k | 411.08 |
| 2022-09-30 | $2.5M | 6.9k | 358.58 |
| 2022-06-30 | $2.6M | 6.4k | 397.24 |
| 2021-09-30 | $8.7M | 19k | 447.67 |
| 2021-06-30 | $8.7M | 20k | 429.93 |
| 2021-03-31 | $8.4M | 21k | 397.82 |
| 2020-12-31 | $8.5M | 23k | 375.41 |
| 2020-09-30 | $17M | 50k | 335.05 |
| 2020-06-30 | $31M | 97k | 318.26 |
| 2020-03-31 | $20M | 77k | 258.40 |
| 2019-12-31 | $16M | 49k | 323.24 |