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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by White Lighthouse Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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