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iShares S&P 500 Value Index shares owned by Lane & Associates

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 13k 186.81
2023-12-31 $2.2M 13k 173.89
2023-09-30 $1.9M 13k 153.84
2023-06-30 $2.0M 12k 161.19
2023-03-31 $1.7M 11k 151.77
2022-12-31 $1.7M 12k 145.08

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding iShares S&P 500 Value Index

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