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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 669.30 |
| 2025-06-30 | $4.5M | 7.3k | 620.94 |
| 2025-03-31 | $3.3M | 6.0k | 561.89 |
| 2024-12-31 | $3.4M | 5.8k | 588.71 |
| 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 |