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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 97k | 672.50 |
| 2025-06-30 | $57M | 92k | 620.90 |
| 2025-03-31 | $49M | 91k | 536.98 |
| 2024-12-31 | $53M | 90k | 591.57 |
| 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 |