iShares S&P 500 Index shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors 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 Alliance Wealth Advisors 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 Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 7.5k | 669.32 |
| 2025-06-30 | $4.7M | 7.6k | 620.92 |
| 2025-03-31 | $7.6M | 14k | 561.91 |
| 2024-12-31 | $7.1M | 12k | 588.69 |
| 2024-09-30 | $5.8M | 10k | 576.85 |
| 2024-06-30 | $5.0M | 9.1k | 547.26 |
| 2024-03-31 | $4.5M | 8.6k | 525.76 |
| 2023-12-31 | $3.5M | 7.4k | 477.66 |
| 2023-09-30 | $3.0M | 6.9k | 429.45 |
| 2023-06-30 | $3.0M | 6.7k | 445.73 |
| 2023-03-31 | $2.5M | 6.0k | 411.10 |
| 2022-12-31 | $2.0M | 5.3k | 384.21 |