iShares S&P 500 Index shares owned by L.m. Kohn & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by L.m. Kohn & Company
from 13F filings
Historical chart of L.m. Kohn & Company investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by L.m. Kohn & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 582 | 669.30 |
| 2025-06-30 | $530k | 854 | 620.66 |
| 2025-03-31 | $883k | 1.6k | 561.81 |
| 2024-12-31 | $859k | 1.5k | 588.82 |
| 2024-09-30 | $886k | 1.5k | 576.77 |
| 2024-06-30 | $651k | 1.1k | 568.74 |
| 2024-03-31 | $698k | 1.3k | 525.73 |
| 2023-12-31 | $669k | 1.4k | 477.63 |
| 2023-09-30 | $597k | 1.4k | 429.43 |
| 2023-06-30 | $660k | 1.5k | 445.71 |
| 2023-03-31 | $539k | 1.3k | 411.08 |
| 2022-12-31 | $419k | 1.1k | 384.21 |
| 2022-09-30 | $392k | 1.1k | 359.30 |
| 2022-06-30 | $585k | 1.5k | 379.38 |
| 2022-03-31 | $671k | 1.5k | 453.99 |