iShares S&P 500 Index shares owned by Brown, Lisle/cummings
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brown, Lisle/cummings
from 13F filings
Historical chart of Brown, Lisle/cummings investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Brown, Lisle/cummings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 567 | 669.30 |
| 2025-06-30 | $352k | 567 | 620.90 |
| 2025-03-31 | $53k | 94 | 561.90 |
| 2024-12-31 | $55k | 94 | 588.68 |
| 2024-09-30 | $54k | 94 | 576.82 |
| 2024-06-30 | $51k | 94 | 547.23 |
| 2024-03-31 | $49k | 94 | 525.73 |
| 2023-12-31 | $45k | 94 | 477.63 |
| 2023-09-30 | $40k | 94 | 429.43 |
| 2023-06-30 | $17k | 37 | 445.70 |
| 2023-03-31 | $15k | 37 | 411.08 |
| 2022-12-31 | $14k | 37 | 384.22 |
| 2022-09-30 | $13k | 37 | 358.65 |
| 2022-06-30 | $14k | 37 | 379.16 |
| 2022-03-31 | $10k | 22 | 453.68 |
| 2021-12-31 | $46k | 97 | 476.99 |