iShares S&P 500 Index shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 11k | 669.30 |
| 2025-06-30 | $6.9M | 11k | 620.92 |
| 2025-03-31 | $5.9M | 11k | 561.90 |
| 2024-12-31 | $6.1M | 10k | 588.68 |
| 2024-09-30 | $5.7M | 9.9k | 576.83 |
| 2024-06-30 | $5.4M | 9.8k | 547.24 |
| 2024-03-31 | $4.6M | 8.7k | 525.71 |
More positions owned by Lakeridge Wealth Management
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