iShares S&P 500 Index shares owned by AA Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by AA Financial 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 AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8.9k | 669.30 |
| 2025-06-30 | $5.5M | 8.8k | 620.89 |
| 2025-03-31 | $4.5M | 8.0k | 561.89 |
| 2024-12-31 | $4.4M | 7.5k | 588.67 |
| 2024-09-30 | $4.4M | 7.5k | 576.86 |
| 2024-06-30 | $4.0M | 7.3k | 547.22 |
| 2024-03-31 | $3.6M | 6.8k | 525.73 |