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iShares S&P 500 Index shares owned by Lighthouse Financial

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

Historical chart of Lighthouse 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 Lighthouse Financial 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 Lighthouse Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 15k 669.30
2025-06-30 $9.5M 15k 620.90
2025-03-31 $8.7M 15k 561.90
2024-12-31 $9.1M 15k 588.68

More positions owned by Lighthouse Financial

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Us Hlthcare Etf (IYH)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Lighthouse Financial

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
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Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index