iShares S&P 500 Index shares owned by Lvm Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lvm Capital Management
from 13F filings
Historical chart of Lvm Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lvm Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 916 | 669.21 |
| 2025-06-30 | $561k | 903 | 621.26 |
| 2025-03-31 | $507k | 903 | 561.46 |
| 2024-12-31 | $532k | 903 | 589.15 |
| 2024-09-30 | $312k | 571 | 546.41 |
| 2024-06-30 | $312k | 571 | 546.41 |
| 2024-03-31 | $300k | 571 | 525.39 |
| 2023-12-31 | $273k | 571 | 478.11 |
| 2023-09-30 | $267k | 621 | 429.95 |
| 2023-06-30 | $255k | 571 | 446.58 |
| 2023-03-31 | $235k | 571 | 411.56 |
| 2022-12-31 | $219k | 571 | 383.54 |
| 2022-09-30 | $212k | 591 | 358.71 |
| 2022-06-30 | $228k | 601 | 379.37 |
| 2022-03-31 | $273k | 601 | 454.24 |
| 2021-12-31 | $287k | 601 | 477.54 |
| 2021-09-30 | $248k | 575 | 431.30 |
| 2021-06-30 | $260k | 604 | 430.46 |
| 2021-03-31 | $240k | 604 | 397.35 |
| 2020-12-31 | $223k | 594 | 375.42 |
| 2019-12-31 | $223k | 689 | 323.66 |
| 2019-09-30 | $206k | 689 | 298.98 |
| 2019-06-30 | $203k | 689 | 294.63 |
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