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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Alpha Financial Partners 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 Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core High Dv Etf (HDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Quanta Services (PWR)

View all positions for Alpha Financial Partners

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