iShares S&P 500 Index shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lake Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $5.4M | 14k | 379.14 |
| 2022-03-31 | $6.8M | 15k | 453.68 |
| 2021-12-31 | $7.5M | 16k | 476.97 |
| 2021-09-30 | $7.0M | 16k | 430.80 |
| 2021-06-30 | $7.8M | 18k | 429.89 |
| 2020-03-31 | $26M | 99k | 258.40 |
| 2019-12-31 | $35M | 108k | 323.25 |
| 2019-06-30 | $33M | 111k | 294.75 |
| 2019-03-31 | $33M | 111k | 294.75 |
| 2018-12-31 | $22M | 87k | 251.61 |
More positions owned by Lake Point Wealth Management
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