iShares S&P 500 Index shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors 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 Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.47 |
| 2025-06-30 | $1.3M | 2.1k | 621.03 |
| 2024-12-31 | $1.5M | 2.5k | 588.70 |
| 2024-09-30 | $1.5M | 2.6k | 577.00 |
| 2024-06-30 | $2.0M | 3.6k | 547.17 |
| 2024-03-31 | $2.5M | 4.8k | 525.71 |
| 2023-12-31 | $2.2M | 4.7k | 477.63 |