Lincoln Capital »

iShares S&P 500 Index shares owned by Lincoln Capital

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

Historical chart of Lincoln Capital 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 Lincoln Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Lincoln Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 7.6k 525.74
2023-12-31 $1.3M 2.6k 477.58
2023-09-30 $1.1M 2.6k 429.46
2023-06-30 $1.2M 2.7k 445.74
2023-03-31 $1.2M 3.0k 411.08
2022-12-31 $972k 2.5k 384.21
2022-09-30 $813k 2.3k 358.78
2022-06-30 $886k 2.3k 379.28
2022-03-31 $1.1M 2.3k 453.58
2021-12-31 $2.0M 4.1k 477.10
2021-09-30 $1.0M 2.3k 431.01
2021-06-30 $1.1M 2.5k 430.12
2021-03-31 $1.1M 2.9k 397.89
2020-12-31 $1.0M 2.7k 375.41
2020-09-30 $929k 2.8k 336.23
2020-06-30 $858k 2.8k 309.64
2020-03-31 $754k 2.9k 258.31
2019-03-31 $2.7M 9.6k 284.58