iShares S&P 500 Index shares owned by Lakewood Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lakewood Asset Management
from 13F filings
Historical chart of Lakewood Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lakewood Asset Management 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 Lakewood Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.24 |
| 2025-06-30 | $1.7M | 2.7k | 620.83 |
| 2025-03-31 | $1.4M | 2.6k | 561.81 |
| 2024-12-31 | $1.5M | 2.6k | 588.57 |
| 2024-09-30 | $1.5M | 2.6k | 576.92 |
| 2024-06-30 | $1.5M | 2.7k | 547.30 |
| 2024-03-31 | $1.4M | 2.7k | 525.78 |
| 2023-12-31 | $1.2M | 2.6k | 477.67 |
| 2023-09-30 | $1.1M | 2.6k | 429.44 |
| 2023-06-30 | $1.2M | 2.7k | 445.72 |
| 2023-03-31 | $1.1M | 2.7k | 411.08 |
| 2022-12-31 | $1.1M | 2.7k | 384.14 |