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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)

View all positions for LFA - Lugano Financial Advisors SA

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