iShares S&P 500 Index shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lakeview Capital Partners 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 Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.3k | 576.86 |
| 2024-06-30 | $742k | 1.4k | 525.69 |
| 2024-03-31 | $742k | 1.4k | 525.69 |
| 2023-12-31 | $678k | 1.4k | 477.51 |
| 2023-09-30 | $537k | 1.3k | 429.43 |
| 2023-06-30 | $604k | 1.4k | 445.73 |
| 2023-03-31 | $419k | 1.0k | 413.95 |
| 2022-12-31 | $400k | 995 | 402.37 |
| 2022-09-30 | $383k | 1.1k | 358.61 |
| 2022-06-30 | $411k | 1.1k | 378.80 |
| 2022-03-31 | $624k | 1.4k | 453.49 |
| 2021-12-31 | $466k | 978 | 476.48 |
| 2021-09-30 | $1.4M | 3.2k | 430.61 |
| 2021-06-30 | $1.4M | 3.2k | 429.94 |
| 2021-03-31 | $1.3M | 3.2k | 397.72 |
| 2020-12-31 | $1.2M | 3.3k | 375.42 |
| 2020-09-30 | $1.1M | 3.2k | 336.13 |
| 2020-06-30 | $954k | 3.1k | 309.54 |
| 2020-03-31 | $837k | 3.2k | 258.57 |
| 2019-12-31 | $1.0M | 3.2k | 323.34 |
| 2019-09-30 | $1.1M | 3.7k | 298.56 |
| 2019-06-30 | $1.1M | 3.9k | 294.88 |
| 2019-03-31 | $1.0M | 3.6k | 284.49 |
| 2018-12-31 | $341k | 1.4k | 251.66 |
| 2018-09-30 | $391k | 1.3k | 292.45 |
| 2018-06-30 | $330k | 1.2k | 273.18 |