iShares S&P 500 Index shares owned by Lowe fs
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lowe fs
from 13F filings
Historical chart of Lowe fs investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lowe fs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $52k | 90 | 576.82 |
| 2024-06-30 | $49k | 90 | 547.23 |
| 2024-03-31 | $47k | 90 | 525.73 |
| 2023-12-31 | $46k | 96 | 477.63 |
| 2023-09-30 | $41k | 96 | 429.43 |
| 2023-06-30 | $43k | 96 | 445.71 |
| 2023-03-31 | $40k | 96 | 411.08 |
| 2022-12-31 | $37k | 96 | 384.21 |
| 2022-09-30 | $34k | 96 | 354.17 |
| 2022-06-30 | $36k | 96 | 375.00 |
| 2022-03-31 | $44k | 96 | 458.33 |
| 2021-12-31 | $46k | 96 | 479.17 |
| 2021-09-30 | $41k | 96 | 427.08 |
| 2021-06-30 | $41k | 96 | 427.08 |
| 2021-03-31 | $38k | 96 | 395.83 |
| 2020-12-31 | $32k | 84 | 380.95 |
| 2020-09-30 | $28k | 84 | 333.33 |
| 2020-06-30 | $33k | 108 | 305.56 |
| 2020-03-31 | $28k | 108 | 259.26 |
| 2019-12-31 | $35k | 108 | 324.07 |
| 2019-09-30 | $32k | 108 | 296.30 |
| 2019-06-30 | $32k | 108 | 296.30 |
| 2019-03-31 | $30k | 108 | 277.78 |
| 2018-12-31 | $27k | 108 | 250.00 |
| 2018-09-30 | $31k | 105 | 295.24 |
| 2018-06-30 | $18k | 67 | 268.66 |
| 2018-03-31 | $18k | 67 | 268.66 |
| 2017-12-31 | $15k | 57 | 263.16 |
| 2017-09-30 | $14k | 57 | 245.61 |
| 2017-06-30 | $14k | 57 | 245.61 |
| 2017-03-31 | $14k | 57 | 245.61 |
| 2016-12-31 | $13k | 57 | 228.07 |
| 2016-09-30 | $3.0k | 12 | 250.00 |
| 2016-06-30 | $3.0k | 12 | 250.00 |
| 2016-03-31 | $47k | 227 | 207.05 |
| 2015-12-31 | $2.0k | 12 | 166.67 |
| 2015-09-30 | $2.0k | 12 | 166.67 |
| 2015-06-30 | $2.0k | 12 | 166.67 |