iShares S&P 500 Value Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $592k | 3.4k | 173.89 |
| 2023-09-30 | $524k | 3.4k | 153.84 |
| 2023-06-30 | $549k | 3.4k | 161.19 |
| 2023-03-31 | $517k | 3.4k | 151.76 |
| 2022-12-31 | $494k | 3.4k | 145.07 |
| 2022-09-30 | $438k | 3.4k | 128.63 |
| 2022-06-30 | $468k | 3.4k | 137.44 |
| 2022-03-31 | $545k | 3.5k | 155.71 |
| 2021-12-31 | $548k | 3.5k | 156.57 |
| 2021-09-30 | $509k | 3.5k | 145.43 |
| 2021-06-30 | $517k | 3.5k | 147.71 |
| 2021-03-31 | $494k | 3.5k | 141.14 |
| 2020-12-31 | $448k | 3.5k | 128.00 |
| 2020-09-30 | $394k | 3.5k | 112.57 |
| 2020-06-30 | $379k | 3.5k | 108.29 |
| 2016-12-31 | $172k | 1.7k | 101.38 |
| 2016-09-30 | $160k | 1.7k | 94.14 |
| 2016-06-30 | $158k | 1.7k | 92.92 |
| 2016-03-31 | $153k | 1.7k | 90.00 |