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iShares S&P 500 Index shares owned by Lighthouse Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lighthouse Financial Advisors from 13F filings

Historical chart of Lighthouse Financial Advisors 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 Lighthouse Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $1.7M 4.3k 397.71
2020-12-31 $1.6M 4.2k 375.30
2020-09-30 $1.6M 4.7k 335.94
2020-06-30 $1.3M 4.6k 291.77
2020-03-31 $427k 1.7k 258.16
2019-12-31 $576k 1.8k 323.86