iShares S&P 500 Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 6.4k | 669.30 |
| 2025-06-30 | $4.0M | 6.4k | 620.88 |
| 2025-03-31 | $3.2M | 5.7k | 561.88 |
| 2024-12-31 | $3.4M | 5.8k | 588.68 |
| 2024-09-30 | $2.6M | 4.5k | 576.82 |
| 2024-06-30 | $2.2M | 4.0k | 547.23 |
| 2024-03-31 | $2.1M | 4.1k | 525.73 |
| 2023-12-31 | $1.9M | 3.9k | 477.63 |
| 2023-09-30 | $2.8M | 6.5k | 429.43 |
| 2023-06-30 | $3.0M | 6.7k | 445.71 |
| 2023-03-31 | $3.1M | 7.4k | 411.08 |
| 2022-12-31 | $2.9M | 7.5k | 384.21 |
| 2022-09-30 | $3.0M | 8.3k | 358.61 |
| 2022-06-30 | $3.1M | 8.3k | 379.53 |
| 2022-03-31 | $3.8M | 8.4k | 453.69 |
| 2021-12-31 | $4.0M | 8.3k | 476.94 |
| 2021-09-30 | $3.2M | 7.5k | 430.77 |
| 2021-06-30 | $3.2M | 7.5k | 429.93 |
| 2021-03-31 | $2.9M | 7.4k | 397.87 |
| 2020-12-31 | $2.8M | 7.4k | 375.39 |