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iShares S&P 500 Index shares owned by Aft, Forsyth and Company

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aft, Forsyth and Company from 13F filings

Historical chart of Aft, Forsyth and Company investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Aft, Forsyth and Company 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 Aft, Forsyth and Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 359 670.38
2025-06-30 $223k 359 620.04
2025-03-31 $201k 357 562.51
2024-12-31 $210k 356 589.16
2024-09-30 $205k 355 576.83
2013-09-30 $55k 325 169.23
2013-06-30 $52k 325 160.00