iShares S&P 500 Index shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Allied Investment Advisors 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 Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 502 | 669.30 |
| 2025-06-30 | $350k | 563 | 620.90 |
| 2025-03-31 | $352k | 627 | 561.90 |
| 2024-12-31 | $390k | 663 | 588.68 |
| 2024-09-30 | $396k | 686 | 576.82 |
| 2023-06-30 | $212k | 475 | 445.71 |
More positions owned by Allied Investment Advisors
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