iShares S&P 500 Index shares owned by LifeSteps Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial 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 LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $362k | 627 | 576.82 |
| 2024-06-30 | $343k | 627 | 547.23 |
| 2024-03-31 | $330k | 627 | 525.73 |
| 2023-12-31 | $300k | 627 | 477.63 |
| 2023-09-30 | $269k | 627 | 429.43 |
| 2023-06-30 | $280k | 627 | 445.71 |
| 2023-03-31 | $258k | 627 | 411.08 |
| 2022-12-31 | $241k | 627 | 384.21 |
| 2022-09-30 | $225k | 627 | 358.85 |
| 2022-06-30 | $238k | 627 | 379.59 |
| 2022-03-31 | $284k | 627 | 452.95 |
| 2021-12-31 | $299k | 627 | 476.87 |
| 2021-09-30 | $270k | 627 | 430.62 |
| 2021-06-30 | $270k | 627 | 430.62 |
| 2021-03-31 | $265k | 667 | 397.30 |
| 2020-12-31 | $250k | 667 | 374.81 |
| 2020-09-30 | $211k | 627 | 336.52 |
| 2019-12-31 | $203k | 627 | 323.76 |