iShares S&P 500 Index shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lenox Wealth 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 Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $462k | 1.5k | 309.24 |
| 2020-03-31 | $536k | 2.1k | 257.94 |
| 2019-12-31 | $578k | 1.8k | 323.45 |
| 2019-09-30 | $534k | 1.8k | 297.99 |
| 2019-06-30 | $485k | 1.6k | 294.65 |
| 2019-03-31 | $393k | 1.4k | 284.58 |
| 2018-12-31 | $276k | 1.1k | 252.29 |
| 2018-09-30 | $280k | 951 | 294.43 |
| 2018-06-30 | $261k | 951 | 274.45 |
| 2018-03-31 | $252k | 951 | 264.98 |
| 2017-12-31 | $256k | 951 | 269.19 |
| 2017-09-30 | $539k | 2.1k | 252.58 |
| 2017-06-30 | $482k | 2.0k | 243.31 |
| 2017-03-31 | $629k | 2.7k | 237.18 |
| 2016-12-31 | $600k | 2.7k | 225.06 |
| 2016-09-30 | $553k | 2.6k | 210.67 |
| 2016-06-30 | $553k | 2.6k | 210.67 |
| 2016-03-31 | $611k | 3.0k | 206.70 |
| 2015-12-31 | $616k | 3.0k | 204.92 |