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iShares S&P 500 Index shares owned by Lincoln Capital

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

Historical chart of Lincoln Capital 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 Lincoln Capital 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 Lincoln Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 4.4k 525.78
2023-12-31 $2.2M 4.6k 477.58
2023-09-30 $2.0M 4.6k 429.44
2023-06-30 $2.1M 4.6k 445.67
2023-03-31 $1.8M 4.5k 411.06
2022-12-31 $1.7M 4.3k 384.21
2022-09-30 $1.5M 4.2k 358.64
2022-06-30 $1.6M 4.1k 379.19
2022-03-31 $1.8M 4.0k 453.80
2021-12-31 $1.6M 3.4k 476.89
2021-09-30 $1.3M 3.1k 430.61
2021-06-30 $1.2M 2.8k 430.09
2021-03-31 $752k 1.9k 397.67
2020-12-31 $604k 1.6k 375.39
2020-09-30 $358k 1.1k 336.15