iShares S&P 500 Index shares owned by Lion Street Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.3k | 461.00 |
| 2025-06-30 | $4.0M | 6.5k | 620.88 |
| 2025-03-31 | $4.5M | 8.0k | 561.92 |
| 2024-12-31 | $4.0M | 6.7k | 588.78 |
| 2024-09-30 | $3.7M | 6.4k | 576.81 |
| 2024-06-30 | $3.5M | 6.4k | 547.27 |
| 2024-03-31 | $2.8M | 5.9k | 477.65 |
| 2023-12-31 | $2.8M | 5.9k | 477.65 |
| 2023-09-30 | $2.6M | 6.1k | 429.49 |
| 2023-06-30 | $2.5M | 5.5k | 461.00 |
| 2023-03-31 | $2.6M | 6.3k | 411.07 |
| 2022-12-31 | $1.4M | 3.0k | 461.03 |
| 2022-09-30 | $1.9M | 5.4k | 358.79 |
| 2022-06-30 | $1.3M | 2.9k | 461.43 |
| 2022-03-31 | $1.2M | 2.7k | 453.23 |
| 2021-12-31 | $1.7M | 3.7k | 476.97 |
| 2021-09-30 | $1.5M | 3.5k | 430.30 |
| 2020-12-31 | $3.0M | 8.9k | 343.20 |
| 2020-09-30 | $5.2M | 16k | 337.55 |
| 2020-06-30 | $1.2M | 3.8k | 309.76 |
| 2020-03-31 | $1.4M | 5.5k | 258.45 |
| 2019-12-31 | $1.7M | 5.4k | 324.09 |