iShares S&P 500 Index shares owned by Financial Alternatives
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Alternatives
from 13F filings
Historical chart of Financial Alternatives investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 514 | 669.30 |
| 2025-06-30 | $299k | 481 | 620.90 |
| 2025-03-31 | $294k | 524 | 561.90 |
| 2024-12-31 | $333k | 566 | 588.68 |
| 2024-09-30 | $327k | 566 | 576.82 |
| 2024-06-30 | $392k | 717 | 547.23 |
| 2024-03-31 | $377k | 717 | 525.73 |
| 2023-09-30 | $250k | 582 | 429.43 |
| 2023-06-30 | $255k | 573 | 445.71 |
| 2023-03-31 | $236k | 573 | 411.08 |
| 2022-12-31 | $220k | 573 | 384.21 |