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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lodestar Private Asset Management

Top funds holding iShares S&P 500 Index

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