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iShares S&P 500 Index shares owned by McAlister, Sweet & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McAlister, Sweet & Associates from 13F filings

Historical chart of McAlister, Sweet & Associates 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 McAlister, Sweet & Associates 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 McAlister, Sweet & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 64k 477.63
2023-09-30 $43M 101k 429.43
2023-06-30 $45M 101k 445.71
2023-03-31 $30M 74k 411.08
2022-12-31 $21M 55k 384.21
2022-09-30 $33M 92k 358.65
2022-06-30 $15M 39k 379.16
2022-03-31 $15M 32k 453.69
2021-12-31 $11M 23k 476.98

More positions owned by McAlister, Sweet & Associates

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Growth Etf (VUG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Boeing Company (BA)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chevron Corporation (CVX)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)

View all positions for McAlister, Sweet & Associates

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