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iShares S&P 500 Value Index shares owned by Lansing Street Advisors

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

Historical chart of Lansing Street Advisors 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 Lansing Street 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 Lansing Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 28k 186.81
2023-06-30 $17k 102 161.75
2023-03-31 $30k 200 151.76
2022-12-31 $29k 200 145.07
2022-09-30 $26k 200 130.00

More positions owned by Lansing Street Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chipotle Mexican Grill (CMG)
McDonald's Corporation (MCD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)

View all positions for Lansing Street Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index