iShares S&P 500 Index shares owned by AAFCPAs Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AAFCPAs Wealth Management
from 13F filings
Historical chart of AAFCPAs Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by AAFCPAs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 87k | 669.30 |
| 2025-06-30 | $53M | 85k | 620.90 |
| 2025-03-31 | $43M | 77k | 561.90 |
| 2024-12-31 | $44M | 75k | 588.68 |
| 2024-09-30 | $43M | 74k | 576.82 |
| 2024-06-30 | $41M | 74k | 547.23 |
| 2024-03-31 | $36M | 68k | 525.73 |
| 2023-12-31 | $32M | 68k | 477.63 |
| 2023-09-30 | $29M | 67k | 429.43 |
| 2023-06-30 | $30M | 67k | 445.71 |
| 2023-03-31 | $28M | 68k | 411.10 |
| 2022-12-31 | $26M | 68k | 384.25 |
| 2022-09-30 | $25M | 70k | 358.67 |
| 2022-06-30 | $26M | 69k | 379.16 |
| 2022-03-31 | $32M | 70k | 453.60 |
| 2021-12-31 | $34M | 72k | 477.02 |
| 2021-09-30 | $32M | 74k | 430.89 |
| 2021-06-30 | $32M | 74k | 429.89 |
| 2021-03-31 | $30M | 75k | 397.88 |
| 2020-12-31 | $29M | 78k | 375.42 |