iShares S&P 500 Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $190M | 284k | 669.30 |
| 2025-06-30 | $171M | 275k | 620.90 |
| 2025-03-31 | $151M | 269k | 561.90 |
| 2024-12-31 | $157M | 267k | 588.68 |
| 2024-09-30 | $153M | 265k | 576.82 |
| 2024-06-30 | $134M | 245k | 547.23 |
| 2024-03-31 | $123M | 233k | 525.73 |
| 2023-12-31 | $104M | 217k | 477.63 |
| 2023-09-30 | $90M | 209k | 430.57 |
| 2023-06-30 | $87M | 195k | 445.71 |
| 2023-03-31 | $69M | 168k | 411.08 |
| 2022-12-31 | $63M | 163k | 384.21 |
| 2022-09-30 | $56M | 157k | 358.65 |
| 2022-06-30 | $59M | 154k | 379.15 |
| 2022-03-31 | $62M | 137k | 453.69 |
| 2021-12-31 | $55M | 115k | 476.99 |
| 2021-09-30 | $49M | 113k | 430.82 |
| 2021-06-30 | $48M | 111k | 429.92 |
| 2021-03-31 | $43M | 109k | 397.82 |
| 2020-12-31 | $38M | 100k | 375.39 |
| 2020-09-30 | $33M | 99k | 336.06 |
| 2020-06-30 | $31M | 101k | 309.69 |
| 2020-03-31 | $25M | 97k | 258.40 |
| 2019-12-31 | $31M | 97k | 323.24 |
| 2019-09-30 | $29M | 97k | 298.52 |
| 2019-06-30 | $29M | 98k | 294.75 |
| 2019-03-31 | $27M | 94k | 284.56 |
| 2018-12-31 | $20M | 80k | 251.61 |
| 2018-09-30 | $16M | 56k | 292.74 |
| 2018-06-30 | $15M | 55k | 273.05 |
| 2018-03-31 | $13M | 47k | 265.37 |
| 2017-12-31 | $7.5M | 28k | 268.86 |
| 2017-09-30 | $5.6M | 22k | 252.93 |
| 2017-06-30 | $3.7M | 15k | 243.44 |
| 2017-03-31 | $3.2M | 14k | 237.31 |
| 2016-12-31 | $1.4M | 6.1k | 225.05 |