iShares S&P 500 Index shares owned by LRI Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LRI Investments
from 13F filings
Historical chart of LRI Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by LRI Investments 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 LRI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 576 | 668.81 |
| 2025-06-30 | $350k | 564 | 621.33 |
| 2025-03-31 | $44k | 78 | 563.29 |
| 2024-12-31 | $46k | 78 | 588.68 |
| 2024-09-30 | $47k | 78 | 596.23 |
| 2024-06-30 | $58k | 105 | 547.23 |
| 2024-03-31 | $55k | 105 | 525.73 |