iShares S&P 500 Index shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth 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 Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $67M | 116k | 576.96 |
| 2024-06-30 | $70M | 127k | 547.36 |
| 2024-03-31 | $67M | 127k | 525.88 |
| 2023-12-31 | $60M | 125k | 477.74 |
| 2023-09-30 | $52M | 120k | 429.53 |
| 2023-06-30 | $54M | 122k | 445.81 |
| 2023-03-31 | $51M | 123k | 411.10 |
| 2022-12-31 | $43M | 113k | 384.31 |
| 2022-09-30 | $41M | 114k | 358.89 |
| 2022-06-30 | $42M | 111k | 379.15 |
| 2022-03-31 | $50M | 111k | 453.68 |
| 2021-12-31 | $45M | 94k | 476.98 |
| 2021-09-30 | $39M | 90k | 430.81 |
| 2021-06-30 | $38M | 89k | 429.92 |
| 2021-03-31 | $34M | 85k | 397.82 |
| 2020-12-31 | $22M | 58k | 375.38 |
| 2020-09-30 | $19M | 56k | 336.07 |
| 2020-06-30 | $17M | 56k | 309.69 |
| 2020-03-31 | $16M | 63k | 258.93 |
| 2019-12-31 | $20M | 61k | 323.24 |
More positions owned by Lineweaver Wealth Advisors
View all positions for Lineweaver Wealth Advisors