iShares S&P 500 Index shares owned by LVZ Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 9.6k | 576.84 |
| 2024-06-30 | $5.5M | 10k | 547.23 |
| 2024-03-31 | $5.6M | 11k | 525.71 |
| 2023-12-31 | $5.3M | 11k | 477.61 |
| 2023-09-30 | $2.9M | 6.7k | 429.45 |
| 2023-06-30 | $5.7M | 13k | 445.73 |
| 2023-03-31 | $5.3M | 13k | 411.08 |
| 2022-12-31 | $2.6M | 6.7k | 384.18 |
| 2022-09-30 | $3.1M | 8.6k | 358.61 |
| 2022-06-30 | $3.3M | 8.7k | 379.09 |
| 2022-03-31 | $7.0M | 16k | 453.68 |
| 2021-12-31 | $3.2M | 6.7k | 477.04 |
| 2021-09-30 | $3.1M | 7.3k | 430.80 |
| 2021-06-30 | $6.7M | 16k | 429.93 |
| 2021-03-31 | $2.9M | 7.2k | 397.82 |
| 2020-12-31 | $2.9M | 7.7k | 375.37 |
| 2020-09-30 | $2.8M | 8.5k | 336.01 |
| 2020-06-30 | $4.7M | 15k | 309.70 |
| 2020-03-31 | $2.0M | 7.6k | 258.38 |
| 2019-12-31 | $4.5M | 14k | 323.24 |
| 2019-09-30 | $4.0M | 13k | 298.63 |
| 2019-06-30 | $3.3M | 11k | 294.75 |
| 2019-03-31 | $3.0M | 11k | 284.59 |
| 2018-06-30 | $573k | 2.1k | 273.25 |
| 2017-12-31 | $269k | 1.0k | 269.00 |