iShares S&P 500 Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 24k | 669.29 |
| 2025-06-30 | $15M | 24k | 620.89 |
| 2025-03-31 | $13M | 24k | 561.89 |
| 2024-12-31 | $15M | 25k | 588.67 |
| 2024-09-30 | $14M | 25k | 576.81 |
| 2024-06-30 | $14M | 26k | 547.23 |
| 2024-03-31 | $14M | 27k | 525.73 |
| 2023-12-31 | $13M | 28k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.44 |
| 2023-06-30 | $12M | 27k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.09 |
| 2022-12-31 | $11M | 27k | 384.20 |
| 2022-09-30 | $9.9M | 28k | 358.64 |
| 2022-06-30 | $11M | 28k | 379.17 |
| 2022-03-31 | $13M | 28k | 453.67 |
| 2021-12-31 | $13M | 28k | 476.99 |
| 2021-09-30 | $12M | 28k | 430.83 |
| 2021-06-30 | $12M | 28k | 429.94 |
| 2021-03-31 | $11M | 28k | 397.81 |
| 2020-12-31 | $11M | 28k | 375.40 |
| 2020-09-30 | $9.8M | 29k | 336.05 |
| 2020-06-30 | $9.4M | 30k | 309.67 |
| 2020-03-31 | $8.2M | 32k | 258.41 |
| 2019-12-31 | $12M | 37k | 323.24 |
| 2019-09-30 | $12M | 40k | 298.51 |
| 2019-06-30 | $12M | 42k | 294.76 |
| 2019-03-31 | $11M | 40k | 284.56 |
| 2018-12-31 | $8.0M | 32k | 251.61 |
| 2018-09-30 | $5.5M | 19k | 292.71 |
| 2018-06-30 | $3.5M | 13k | 273.07 |
| 2018-03-31 | $2.7M | 10k | 265.34 |
| 2017-12-31 | $1.3M | 4.9k | 268.91 |