iShares S&P 500 Index shares owned by Alpha Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alpha Financial Advisors
from 13F filings
Historical chart of Alpha Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Alpha Financial 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 Alpha Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 558 | 669.53 |
| 2025-06-30 | $361k | 581 | 621.11 |
| 2025-03-31 | $667k | 1.2k | 561.99 |
| 2024-12-31 | $330k | 560 | 588.88 |
| 2024-09-30 | $323k | 560 | 577.02 |