iShares S&P 500 Index shares owned by Lourd Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lourd Capital Management
from 13F filings
Historical chart of Lourd Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lourd Capital 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 Lourd Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-06-30 | $1.3M | 4.5k | 294.68 |
| 2019-03-31 | $1.3M | 4.5k | 284.53 |
| 2018-12-31 | $1.2M | 4.8k | 251.68 |
| 2018-09-30 | $1.4M | 4.8k | 292.65 |
| 2017-12-31 | $787k | 2.9k | 268.69 |
| 2017-09-30 | $586k | 2.3k | 253.02 |
| 2017-06-30 | $564k | 2.3k | 243.52 |
| 2017-03-31 | $550k | 2.3k | 237.48 |
| 2016-12-31 | $594k | 2.6k | 224.91 |
| 2016-09-30 | $575k | 2.6k | 217.72 |
| 2016-06-30 | $556k | 2.6k | 210.53 |
| 2016-03-31 | $546k | 2.6k | 206.74 |