iShares S&P 500 Index shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lucia Wealth Services 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 Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $331k | 984 | 336.38 |
| 2020-06-30 | $382k | 1.2k | 309.31 |
| 2020-03-31 | $283k | 1.1k | 258.45 |
| 2019-12-31 | $265k | 820 | 323.17 |
| 2019-09-30 | $241k | 808 | 298.27 |
| 2019-06-30 | $238k | 808 | 294.55 |
| 2019-03-31 | $230k | 808 | 284.65 |
| 2018-12-31 | $132k | 525 | 251.43 |
| 2018-09-30 | $168k | 575 | 292.17 |
| 2018-06-30 | $157k | 575 | 273.04 |
| 2018-03-31 | $139k | 525 | 264.76 |
| 2017-12-31 | $299k | 1.1k | 268.64 |