iShares S&P 500 Index shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 669.18 |
| 2025-06-30 | $1.4M | 2.2k | 620.78 |
| 2025-03-31 | $1.2M | 2.1k | 561.79 |
| 2024-12-31 | $1.3M | 2.2k | 588.77 |
| 2024-09-30 | $1.2M | 2.1k | 576.91 |
| 2024-06-30 | $1.2M | 2.2k | 547.32 |
| 2024-03-31 | $1.1M | 2.0k | 525.82 |
| 2023-12-31 | $946k | 2.0k | 477.71 |
| 2023-09-30 | $824k | 1.9k | 429.51 |
| 2023-06-30 | $800k | 1.8k | 445.83 |
| 2023-03-31 | $728k | 1.8k | 411.19 |
| 2022-12-31 | $709k | 1.8k | 384.30 |
| 2022-09-30 | $500k | 1.4k | 358.42 |
| 2022-06-30 | $539k | 1.4k | 379.04 |
| 2022-03-31 | $698k | 1.5k | 453.54 |
| 2021-12-31 | $735k | 1.5k | 477.27 |
| 2021-09-30 | $652k | 1.5k | 430.65 |
| 2021-06-30 | $630k | 1.5k | 429.74 |
| 2021-03-31 | $600k | 1.5k | 398.14 |
| 2020-12-31 | $555k | 1.5k | 375.51 |
| 2020-09-30 | $490k | 1.5k | 336.31 |
| 2020-06-30 | $533k | 1.7k | 309.52 |
| 2020-03-31 | $322k | 1.2k | 258.22 |
More positions owned by White Lighthouse Investment Management
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