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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |