iShares S&P 500 Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $25M | 52k | 477.63 |
| 2023-09-30 | $20M | 47k | 429.42 |
| 2023-06-30 | $22M | 50k | 445.70 |
| 2023-03-31 | $20M | 49k | 411.08 |
| 2022-12-31 | $18M | 48k | 384.21 |
| 2022-09-30 | $18M | 51k | 358.65 |
| 2022-06-30 | $18M | 49k | 379.16 |
| 2022-03-31 | $21M | 47k | 453.68 |
| 2021-12-31 | $23M | 49k | 477.00 |
| 2021-09-30 | $21M | 49k | 430.81 |
| 2021-06-30 | $20M | 47k | 429.91 |
| 2021-03-31 | $17M | 43k | 397.82 |
| 2020-12-31 | $14M | 36k | 375.38 |
| 2020-09-30 | $9.9M | 30k | 336.06 |
| 2020-06-30 | $9.7M | 31k | 309.68 |
| 2020-03-31 | $10M | 39k | 258.39 |
| 2019-12-31 | $14M | 44k | 323.25 |