iShares S&P 500 Index shares owned by LFA - Lugano Financial Advisors SA
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LFA - Lugano Financial Advisors SA
from 13F filings
Historical chart of LFA - Lugano Financial Advisors SA investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LFA - Lugano Financial Advisors SA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172k | 257 | 669.30 |
| 2025-06-30 | $160k | 257 | 620.90 |
| 2025-03-31 | $144k | 257 | 561.90 |
| 2024-12-31 | $151k | 257 | 588.68 |
| 2024-09-30 | $148k | 257 | 576.82 |
| 2024-06-30 | $141k | 257 | 547.23 |
| 2024-03-31 | $135k | 257 | 525.73 |
| 2023-12-31 | $123k | 257 | 477.63 |
| 2023-09-30 | $110k | 257 | 429.43 |
| 2019-12-31 | $200k | 620 | 322.58 |
| 2019-06-30 | $183k | 620 | 295.16 |
| 2019-03-31 | $176k | 620 | 283.87 |
| 2018-12-31 | $123k | 420 | 292.86 |
| 2018-09-30 | $123k | 420 | 292.86 |
| 2018-06-30 | $114k | 420 | 271.43 |
More positions owned by LFA - Lugano Financial Advisors SA
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