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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