iShares S&P 500 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lumature Wealth Partners 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 Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $9.2M | 21k | 445.71 |
| 2023-03-31 | $8.4M | 20k | 411.08 |
| 2022-12-31 | $8.1M | 21k | 384.21 |
| 2022-09-30 | $7.5M | 21k | 358.65 |
| 2022-06-30 | $8.2M | 22k | 379.15 |
| 2022-03-31 | $11M | 23k | 453.69 |
| 2021-12-31 | $12M | 25k | 476.99 |
| 2021-09-30 | $10M | 24k | 430.84 |
| 2021-06-30 | $9.9M | 23k | 429.91 |
| 2021-03-31 | $9.0M | 23k | 397.83 |
| 2020-12-31 | $8.0M | 21k | 375.38 |