Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,200 | -43 | -0.6% | 0.95% | $4.9M | $683.12 |
| 2025 Q3 | REDUCED | 7,243 | -68 | -0.9% | 0.96% | $4.8M | $665.17 |
| 2025 Q2 | ADDED | 7,311 | +1,351 | +22.7% | 0.97% | $4.5M | $615.21 |
| 2025 Q1 | ADDED | 5,960 | +202 | +3.5% | 0.76% | $3.3M | $555.02 |
| 2024 Q4 | ADDED | 5,758 | +151 | +2.7% | 0.83% | $3.4M | $579.67 |
| 2024 Q3 | REDUCED | 5,607 | -39 | -0.7% | 0.79% | $3.2M | $566.00 |
| 2024 Q2 | ADDED | 5,646 | +99 | +1.8% | 0.81% | $3.1M | $534.89 |
| 2024 Q1 | REDUCED | 5,547 | -78 | -1.4% | 0.77% | $2.9M | $512.33 |
| 2023 Q4 | ADDED | 5,625 | +3,625 | +181.2% | 0.75% | $2.7M | $463.98 |
| 2023 Q3 | INITIATED | 2,000 | — | — | 0.42% | $450K | — |
As of 2025 Q4 — sorted by position size