iShares S&P 500 Index shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84M | 126k | 669.30 |
| 2025-06-30 | $76M | 123k | 620.90 |
| 2025-03-31 | $68M | 121k | 561.90 |
| 2024-12-31 | $70M | 118k | 588.68 |
| 2024-09-30 | $66M | 115k | 576.82 |
| 2024-06-30 | $61M | 111k | 547.23 |
| 2024-03-31 | $57M | 109k | 525.73 |
| 2023-12-31 | $52M | 109k | 477.63 |
| 2023-09-30 | $45M | 105k | 429.43 |
| 2023-06-30 | $45M | 101k | 445.71 |
| 2023-03-31 | $42M | 101k | 411.08 |
| 2022-12-31 | $37M | 97k | 384.21 |
More positions owned by Lodestar Private Asset Management
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