Lakeshore Capital Group »

iShares S&P 500 Index shares owned by Lakeshore Capital Group

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

Historical chart of Lakeshore Capital Group 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 Lakeshore Capital Group 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 Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 22k 669.30
2025-06-30 $14M 22k 620.89
2025-03-31 $12M 22k 561.90

More positions owned by Lakeshore Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Quality (GARP)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Apple (AAPL)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr U.s. Tech Etf (IYW)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl A (GOOGL)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lakeshore Capital Group

Top funds holding iShares S&P 500 Index

BlackRock
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Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index