iShares S&P 500 Value Index shares owned by L & S Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by L & S Advisors
from 13F filings
Historical chart of L & S Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by L & S Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by L & S Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $229k | 1.5k | 153.84 |
| 2023-06-30 | $526k | 3.3k | 161.19 |
| 2023-03-31 | $495k | 3.3k | 151.76 |
| 2022-12-31 | $519k | 3.6k | 145.07 |
| 2022-09-30 | $456k | 3.5k | 128.52 |
| 2022-06-30 | $453k | 3.3k | 137.56 |
| 2022-03-31 | $513k | 3.3k | 155.79 |
| 2021-12-31 | $956k | 6.1k | 156.59 |
| 2021-09-30 | $629k | 4.3k | 145.33 |
| 2021-06-30 | $239k | 1.6k | 147.71 |
| 2021-03-31 | $407k | 2.9k | 141.12 |
| 2019-12-31 | $213k | 1.6k | 130.35 |
| 2018-09-30 | $381k | 3.3k | 115.84 |
| 2018-06-30 | $380k | 3.5k | 110.11 |
| 2018-03-31 | $379k | 3.5k | 109.28 |
| 2017-12-31 | $394k | 3.5k | 114.20 |
| 2017-09-30 | $359k | 3.3k | 107.81 |