iShares S&P 500 Index shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning 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 Financial Planning 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 Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 82k | 669.34 |
| 2025-06-30 | $51M | 82k | 620.89 |
| 2025-03-31 | $44M | 79k | 561.94 |
| 2024-12-31 | $45M | 77k | 588.72 |
| 2024-09-30 | $42M | 74k | 576.87 |
| 2024-06-30 | $37M | 68k | 547.28 |
| 2024-03-31 | $35M | 66k | 525.77 |
| 2023-09-30 | $27M | 64k | 429.43 |
More positions owned by Lakeshore Financial Planning
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