iShares S&P 500 Index shares owned by Alpha Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alpha Financial Partners
from 13F filings
Historical chart of Alpha Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Alpha Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 73k | 669.30 |
| 2025-06-30 | $44M | 70k | 620.90 |
| 2025-03-31 | $40M | 71k | 561.90 |
| 2024-12-31 | $39M | 66k | 588.68 |
| 2024-09-30 | $2.3M | 4.1k | 576.76 |
| 2024-06-30 | $35M | 64k | 547.23 |
| 2024-03-31 | $35M | 67k | 525.73 |
| 2023-12-31 | $31M | 64k | 477.63 |
| 2023-09-30 | $21M | 49k | 429.43 |
| 2023-06-30 | $22M | 50k | 445.71 |
| 2023-03-31 | $20M | 47k | 411.08 |
| 2022-12-31 | $19M | 48k | 384.21 |