iShares S&P 500 Index shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 887 | 576.68 |
| 2024-06-30 | $494k | 902 | 547.09 |
| 2024-03-31 | $449k | 855 | 525.59 |
| 2023-12-31 | $422k | 883 | 477.50 |
| 2023-09-30 | $392k | 913 | 429.43 |
| 2023-06-30 | $414k | 928 | 445.71 |
| 2023-03-31 | $396k | 962 | 411.08 |
| 2022-12-31 | $376k | 979 | 384.21 |
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