iShares S&P 500 Index shares owned by AIFG Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AIFG Consultants
from 13F filings
Historical chart of AIFG Consultants investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by AIFG Consultants 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 AIFG Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $220k | 355 | 620.90 |
| 2025-03-31 | $350k | 622 | 562.54 |
| 2024-12-31 | $366k | 622 | 588.56 |
| 2024-09-30 | $358k | 620 | 577.67 |
| 2024-06-30 | $437k | 797 | 547.84 |
| 2023-06-30 | $354k | 794 | 445.71 |
| 2023-03-31 | $326k | 793 | 411.18 |
| 2022-12-31 | $304k | 792 | 384.27 |