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iShares S&P 500 Index shares owned by West Paces Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Paces Advisors from 13F filings

Historical chart of West Paces Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by West Paces 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 5.6k 576.79
2024-06-30 $3.1M 5.6k 547.23
2024-03-31 $2.9M 5.5k 525.69
2023-12-31 $2.7M 5.6k 477.63
2023-09-30 $2.5M 5.8k 429.40
2023-06-30 $2.7M 5.9k 445.68
2023-03-31 $2.4M 5.8k 411.09
2022-12-31 $2.2M 5.8k 384.24
2022-09-30 $1.7M 4.8k 358.68
2022-06-30 $1.8M 4.9k 379.18
2022-03-31 $2.1M 4.7k 453.66
2021-12-31 $2.3M 4.8k 476.99
2021-09-30 $2.1M 4.8k 430.78
2021-06-30 $2.0M 4.8k 429.88
2021-03-31 $1.9M 4.8k 397.84
2020-12-31 $1.9M 5.0k 375.41
2020-09-30 $1.7M 5.0k 336.09
2020-06-30 $1.6M 5.0k 309.72
2020-03-31 $1.3M 5.1k 258.42
2019-12-31 $1.4M 4.5k 323.27
2019-09-30 $1.3M 4.3k 298.51
2019-06-30 $1.3M 4.3k 294.74
2019-03-31 $1.2M 4.3k 284.56
2018-12-31 $1.1M 4.3k 251.63
2018-09-30 $1.0M 3.5k 292.74
2018-06-30 $966k 3.5k 273.02
2018-03-31 $620k 2.3k 265.32
2017-12-31 $564k 2.1k 268.85
2017-09-30 $506k 2.0k 252.93
2017-06-30 $487k 2.0k 243.41
2017-03-31 $475k 2.0k 237.27
2016-12-31 $450k 2.0k 224.99