iShares S&P 500 Index shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Asset Allocation Strategies 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 Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.6k | 669.18 |
| 2025-06-30 | $1.0M | 1.7k | 620.72 |
| 2024-12-31 | $1.6M | 2.7k | 606.12 |
| 2024-09-30 | $1.4M | 2.3k | 576.92 |
| 2024-06-30 | $209k | 381 | 547.31 |
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