iShares S&P 500 Index shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 11k | 669.31 |
| 2025-06-30 | $6.7M | 11k | 620.93 |
| 2025-03-31 | $6.7M | 12k | 561.92 |
| 2024-12-31 | $4.7M | 8.0k | 588.71 |
| 2024-09-30 | $4.7M | 8.1k | 576.85 |
| 2024-06-30 | $1.2M | 2.2k | 547.35 |
| 2024-03-31 | $1.6M | 3.1k | 525.81 |