iShares S&P 500 Index shares owned by Paragon Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Paragon Advisors
from 13F filings
Historical chart of Paragon Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Paragon 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 Paragon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $210k | 400 | 525.73 |
| 2022-12-31 | $353k | 921 | 383.28 |
| 2022-09-30 | $566k | 1.6k | 358.23 |
| 2022-06-30 | $646k | 1.7k | 379.33 |
| 2022-03-31 | $844k | 1.9k | 453.76 |
| 2021-12-31 | $1.0M | 2.1k | 476.93 |
| 2020-03-31 | $275k | 1.1k | 258.95 |
| 2019-12-31 | $395k | 1.2k | 327.26 |