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iShares S&P 500 Index shares owned by Lewis Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lewis Asset Management from 13F filings

Historical chart of Lewis Asset Management 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 Lewis 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $372k 633 588.32
2024-09-30 $364k 631 576.57
2024-06-30 $335k 613 546.96
2024-03-31 $321k 611 525.88

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Scp Etf (IJR)
Rithm Capital Corp Com New (RITM)
Broadcom (AVGO)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
salesforce (CRM)
Abbvie (ABBV)

View all positions for Lewis Asset Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Goldman Sachs Group
Jones Financial Companies, L.L
NISA Investment Advisors
Squarepoint Ops

View all funds holding iShares S&P 500 Index