iShares S&P 500 Index shares owned by Leeward Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leeward Financial Partners
from 13F filings
Historical chart of Leeward Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Leeward Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 6.5k | 576.82 |
| 2024-06-30 | $3.3M | 6.1k | 547.23 |
| 2024-03-31 | $2.9M | 5.5k | 525.73 |
| 2023-12-31 | $2.6M | 5.4k | 477.63 |
| 2023-09-30 | $2.2M | 5.2k | 429.43 |
| 2023-06-30 | $2.1M | 4.8k | 445.71 |
| 2023-03-31 | $1.7M | 4.2k | 411.06 |
| 2022-12-31 | $1.6M | 4.1k | 384.19 |
| 2022-09-30 | $1.9M | 5.3k | 358.60 |
| 2022-06-30 | $2.0M | 5.2k | 379.13 |
| 2022-03-31 | $2.4M | 5.2k | 453.69 |
| 2021-12-31 | $2.4M | 5.1k | 477.05 |
More positions owned by Leeward Financial Partners
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