iShares S&P 500 Index shares owned by Great Lakes Retirement
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Great Lakes Retirement
from 13F filings
Historical chart of Great Lakes Retirement 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 Great Lakes Retirement 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 Great Lakes Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 1.1k | 669.01 |
| 2025-06-30 | $702k | 1.1k | 620.91 |
| 2025-03-31 | $673k | 1.2k | 561.88 |
| 2024-12-31 | $563k | 956 | 588.89 |
| 2024-09-30 | $567k | 982 | 576.95 |
| 2024-06-30 | $841k | 1.5k | 547.27 |
| 2024-03-31 | $1.3M | 2.4k | 525.73 |
| 2023-12-31 | $1.7M | 3.5k | 477.62 |
| 2023-09-30 | $1.5M | 3.5k | 431.37 |
| 2023-06-30 | $1.6M | 3.5k | 445.67 |
| 2023-03-31 | $1.6M | 3.8k | 411.08 |
| 2019-12-31 | $218k | 675 | 322.96 |