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iShares S&P 500 Index shares owned by AFS Financial Group

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

Historical chart of AFS Financial Group 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 AFS Financial Group 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 AFS Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 21k 477.64
2023-09-30 $9.4M 22k 429.44
2023-06-30 $10M 23k 445.72
2023-03-31 $9.0M 22k 411.07
2022-12-31 $8.4M 22k 384.21

More positions owned by AFS Financial Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bank of America Corporation (BAC)

View all positions for AFS Financial Group

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