iShares S&P 500 Index shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by PCG Wealth 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 PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.2k | 669.28 |
| 2025-06-30 | $2.5M | 4.1k | 620.90 |
| 2025-03-31 | $2.1M | 3.7k | 561.90 |
| 2024-12-31 | $1.8M | 3.0k | 588.67 |
| 2024-09-30 | $1.7M | 3.0k | 576.85 |
| 2024-06-30 | $1.6M | 3.0k | 547.26 |
| 2024-03-31 | $1.7M | 3.2k | 525.70 |
| 2023-12-31 | $1.7M | 3.6k | 477.58 |
| 2023-09-30 | $1.6M | 3.6k | 429.43 |
| 2023-06-30 | $1.6M | 3.6k | 445.71 |
| 2023-03-31 | $1.6M | 4.0k | 411.10 |
| 2022-12-31 | $1.6M | 4.1k | 384.30 |
| 2022-09-30 | $3.3M | 9.3k | 358.63 |
| 2022-06-30 | $1.8M | 4.8k | 379.02 |
| 2022-03-31 | $2.1M | 4.7k | 453.56 |
| 2021-12-31 | $2.5M | 5.3k | 477.44 |