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iShares S&P 500 Index shares owned by Affiance Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 9.7k 576.85
2024-06-30 $5.7M 10k 547.24
2024-03-31 $5.4M 10k 525.77
2023-12-31 $4.8M 10k 477.63
2023-09-30 $4.5M 10k 429.45
2023-06-30 $4.9M 11k 445.73
2023-03-31 $3.6M 8.8k 411.12
2022-12-31 $3.6M 9.4k 384.20
2022-09-30 $3.3M 9.3k 358.68
2022-06-30 $2.5M 6.7k 379.16
2022-03-31 $3.0M 6.5k 453.78
2021-12-31 $3.1M 6.5k 476.91
2021-09-30 $2.8M 6.5k 430.81
2021-06-30 $2.8M 6.5k 429.94
2021-03-31 $2.6M 6.5k 397.75
2020-12-31 $2.4M 6.5k 375.37
2020-09-30 $2.2M 6.5k 336.01
2020-06-30 $2.1M 6.8k 309.64
2020-03-31 $1.7M 6.7k 258.40
2019-12-31 $2.2M 6.7k 323.22
2019-09-30 $2.2M 7.5k 298.54
2019-06-30 $2.3M 7.7k 294.73
2019-03-31 $2.5M 8.8k 284.53
2018-12-31 $2.2M 8.9k 251.65
2018-09-30 $2.5M 8.6k 292.68
2018-06-30 $2.4M 8.9k 273.03
2018-03-31 $2.1M 7.8k 265.43
2017-12-31 $2.5M 9.2k 268.85
2017-09-30 $2.6M 11k 252.99
2017-06-30 $8.4M 35k 243.40
2017-03-31 $7.4M 31k 237.27
2016-12-31 $6.5M 29k 224.97
2016-09-30 $5.7M 26k 217.57
2016-06-30 $4.9M 23k 210.51
2016-03-31 $3.0M 14k 206.66
2015-12-31 $2.1M 10k 204.87
2015-09-30 $1.2M 6.4k 192.78
2015-06-30 $865k 4.2k 207.24
2015-03-31 $335k 1.6k 207.95
2014-12-31 $333k 1.6k 206.70