iShares S&P 500 Index shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Allegheny 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 Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.1k | 669.46 |
| 2025-06-30 | $2.4M | 3.9k | 620.90 |
| 2025-03-31 | $1.6M | 2.9k | 562.03 |
| 2024-12-31 | $2.1M | 3.5k | 588.71 |
| 2024-09-30 | $1.9M | 3.2k | 576.77 |
| 2024-06-30 | $1.9M | 3.4k | 547.22 |
| 2024-03-31 | $1.4M | 2.7k | 525.64 |
| 2023-12-31 | $1.5M | 3.2k | 477.67 |
| 2023-09-30 | $1.0M | 2.4k | 429.39 |
| 2023-06-30 | $600k | 1.3k | 445.81 |
| 2023-03-31 | $1.0M | 2.5k | 411.07 |
| 2022-12-31 | $744k | 1.9k | 384.15 |
| 2022-09-30 | $674k | 1.9k | 358.51 |
| 2022-06-30 | $683k | 1.8k | 378.81 |
| 2022-03-31 | $935k | 2.1k | 453.88 |
| 2021-12-31 | $865k | 1.8k | 477.08 |
| 2021-09-30 | $827k | 1.9k | 430.73 |
| 2021-06-30 | $841k | 2.0k | 430.18 |
| 2021-03-31 | $778k | 2.0k | 397.95 |
| 2020-12-31 | $708k | 1.9k | 375.40 |