iShares S&P 500 Index shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 4.5k | 525.68 |
| 2023-12-31 | $2.1M | 4.4k | 477.64 |
| 2023-09-30 | $2.0M | 4.6k | 429.43 |
| 2023-06-30 | $3.0M | 6.7k | 445.72 |
| 2023-03-31 | $2.4M | 5.8k | 411.09 |
| 2022-12-31 | $2.2M | 5.9k | 384.22 |
| 2022-09-30 | $2.0M | 5.7k | 358.72 |
| 2022-06-30 | $2.3M | 6.0k | 379.11 |
| 2022-03-31 | $2.5M | 5.6k | 453.77 |
| 2021-12-31 | $2.4M | 5.0k | 476.99 |
| 2021-09-30 | $2.1M | 4.9k | 430.74 |
| 2021-06-30 | $2.2M | 5.1k | 429.91 |
| 2021-03-31 | $2.1M | 5.2k | 397.91 |
| 2020-12-31 | $2.3M | 6.2k | 375.46 |
| 2020-09-30 | $1.7M | 5.0k | 336.06 |
| 2020-06-30 | $1.2M | 3.8k | 309.61 |
| 2020-03-31 | $1.3M | 5.1k | 258.45 |
| 2019-12-31 | $2.8M | 8.6k | 323.23 |
| 2019-09-30 | $2.7M | 9.0k | 298.53 |
| 2019-06-30 | $2.5M | 8.6k | 294.76 |
| 2019-03-31 | $2.5M | 8.8k | 284.59 |
| 2018-12-31 | $1.3M | 5.0k | 251.63 |
| 2018-09-30 | $1.6M | 5.9k | 278.30 |
| 2018-06-30 | $1.4M | 5.3k | 272.95 |
| 2018-03-31 | $1.4M | 5.3k | 265.28 |
| 2017-12-31 | $1.5M | 5.6k | 268.81 |
| 2017-09-30 | $1.3M | 5.3k | 252.96 |
| 2017-06-30 | $1.1M | 4.6k | 243.49 |