iShares S&P 500 Index shares owned by AI Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AI Financial Services
from 13F filings
Historical chart of AI Financial Services 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 AI Financial Services 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 AI Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.9k | 671.84 |
| 2025-06-30 | $1.2M | 2.0k | 620.90 |
| 2025-03-31 | $1.1M | 1.9k | 561.90 |
| 2024-12-31 | $387k | 657 | 588.68 |
| 2019-09-30 | $338k | 1.1k | 298.59 |
| 2019-06-30 | $325k | 1.1k | 294.92 |
| 2018-12-31 | $1.4M | 5.5k | 251.54 |
| 2018-06-30 | $630k | 2.3k | 273.20 |
| 2018-03-31 | $612k | 2.3k | 265.39 |
| 2017-12-31 | $4.5M | 17k | 268.82 |