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iShares S&P 500 Index shares owned by Atlanta Financial Associates

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

Historical chart of Atlanta Financial 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 Atlanta Financial 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 Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $37M 97k 375.39
2020-12-31 $37M 97k 375.39
2020-09-30 $33M 98k 336.06
2020-06-30 $30M 96k 309.69
2020-03-31 $23M 90k 258.40

More positions owned by Atlanta Financial Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Home Depot (HD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds Mid Cap Etf (VO)
Tesla Motors (TSLA)

View all positions for Atlanta Financial Associates

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