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iShares S&P 500 Index shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $48M 84k 576.82
2024-03-31 $39M 73k 525.73
2023-12-31 $28M 58k 477.63
2023-09-30 $20M 47k 429.43
2023-06-30 $226k 507 445.60

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Affinity Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index