iShares S&P 500 Index shares owned by Lake Hills Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lake Hills Wealth Management
from 13F filings
Historical chart of Lake Hills Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lake Hills Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 669.30 |
| 2025-06-30 | $944k | 1.5k | 620.90 |
| 2025-03-31 | $854k | 1.5k | 561.90 |
| 2024-12-31 | $1.4M | 2.3k | 588.68 |
| 2024-09-30 | $1.3M | 2.3k | 576.82 |
| 2024-06-30 | $1.3M | 2.3k | 547.23 |
| 2024-03-31 | $1.2M | 2.3k | 525.73 |
| 2023-12-31 | $1.1M | 2.3k | 477.63 |
| 2023-09-30 | $998k | 2.3k | 429.43 |
| 2023-06-30 | $1.0M | 2.3k | 445.71 |
| 2023-03-31 | $956k | 2.3k | 411.08 |
| 2022-12-31 | $893k | 2.3k | 384.21 |
| 2022-09-30 | $834k | 2.3k | 358.71 |
| 2022-06-30 | $883k | 2.3k | 379.13 |
| 2022-03-31 | $16M | 36k | 453.69 |
| 2021-12-31 | $24M | 51k | 477.00 |
More positions owned by Lake Hills Wealth Management
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