iShares S&P 500 Index shares owned by Alliance Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alliance Wealth Management
from 13F filings
Historical chart of Alliance Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Alliance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 30k | 477.64 |
| 2023-06-30 | $12M | 27k | 445.71 |
| 2023-03-31 | $11M | 26k | 411.08 |
| 2022-12-31 | $8.9M | 23k | 384.21 |
| 2022-09-30 | $7.8M | 22k | 358.67 |
| 2022-06-30 | $7.0M | 19k | 379.15 |
| 2022-03-31 | $7.2M | 16k | 453.71 |
| 2021-12-31 | $6.7M | 14k | 476.71 |
| 2021-09-30 | $5.9M | 14k | 431.20 |
| 2021-06-30 | $5.0M | 12k | 430.54 |
| 2021-03-31 | $879k | 2.2k | 402.66 |
| 2020-12-31 | $847k | 2.2k | 377.11 |
| 2020-09-30 | $935k | 2.7k | 340.62 |
| 2020-06-30 | $908k | 2.9k | 316.27 |
| 2020-03-31 | $764k | 2.8k | 269.01 |
| 2019-12-31 | $917k | 2.8k | 323.46 |
| 2019-09-30 | $857k | 2.9k | 298.81 |
| 2019-06-30 | $3.6M | 2.1k | 1758.15 |
| 2019-03-31 | $870k | 3.1k | 284.69 |
| 2018-12-31 | $526k | 2.1k | 251.67 |
| 2018-09-30 | $588k | 2.0k | 292.68 |
| 2018-06-30 | $593k | 2.2k | 273.27 |
| 2018-03-31 | $766k | 2.9k | 265.42 |
| 2017-12-31 | $601k | 2.2k | 269.87 |
| 2017-09-30 | $13M | 50k | 252.83 |
| 2017-06-30 | $6.3M | 26k | 243.00 |
| 2017-03-31 | $6.4M | 27k | 239.96 |
More positions owned by Alliance Wealth Management
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