iShares S&P 500 Index shares owned by AlphaCore Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AlphaCore Capital
from 13F filings
Historical chart of AlphaCore Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by AlphaCore Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 27k | 669.29 |
| 2025-06-30 | $17M | 27k | 620.90 |
| 2025-03-31 | $8.0M | 14k | 561.91 |
| 2023-09-30 | $1.3M | 3.1k | 431.42 |
| 2023-06-30 | $1.4M | 3.1k | 445.72 |
| 2023-03-31 | $1.3M | 3.1k | 411.10 |
| 2022-12-31 | $1.3M | 3.3k | 384.24 |
| 2022-09-30 | $1.2M | 3.3k | 358.76 |
| 2022-06-30 | $1.2M | 3.3k | 379.29 |
| 2022-03-31 | $2.0M | 4.4k | 453.68 |
| 2021-12-31 | $2.2M | 4.5k | 476.96 |
| 2021-09-30 | $2.0M | 4.5k | 430.83 |
| 2021-06-30 | $143k | 333 | 429.43 |
| 2021-03-31 | $132k | 333 | 396.40 |
| 2020-12-31 | $125k | 333 | 375.38 |
| 2020-09-30 | $112k | 333 | 336.34 |
| 2020-06-30 | $185k | 599 | 308.85 |
| 2020-03-31 | $11M | 41k | 258.39 |
| 2019-12-31 | $34M | 105k | 323.24 |