iShares S&P 500 Index shares owned by Richard W. Paul & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richard W. Paul & Associates
from 13F filings
Historical chart of Richard W. Paul & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Richard W. Paul & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6.7k | 669.33 |
| 2025-06-30 | $4.1M | 6.6k | 620.88 |
| 2025-03-31 | $3.8M | 6.7k | 561.93 |
| 2024-12-31 | $3.9M | 6.6k | 588.67 |
| 2024-09-30 | $3.9M | 6.7k | 576.85 |
| 2024-06-30 | $3.7M | 6.7k | 547.27 |
| 2024-03-31 | $3.7M | 7.0k | 525.72 |
| 2023-12-31 | $3.3M | 6.9k | 477.65 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2023-06-30 | $4.1M | 9.1k | 445.71 |
| 2023-03-31 | $3.8M | 9.2k | 411.08 |
| 2022-12-31 | $3.2M | 8.4k | 384.21 |
More positions owned by Richard W. Paul & Associates
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