iShares S&P 500 Value Index shares owned by Laffer Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Laffer Investments
from 13F filings
Historical chart of Laffer Investments investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Laffer Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 9.0k | 206.51 |
| 2022-09-30 | $458k | 3.6k | 128.52 |
| 2022-06-30 | $490k | 3.6k | 137.46 |
| 2022-03-31 | $555k | 3.6k | 155.72 |
| 2021-12-31 | $559k | 3.6k | 156.63 |
| 2021-09-30 | $519k | 3.6k | 145.42 |
| 2021-03-31 | $504k | 3.6k | 141.24 |
| 2020-12-31 | $549k | 4.3k | 126.99 |
| 2020-09-30 | $487k | 4.3k | 112.45 |
| 2020-06-30 | $468k | 4.3k | 108.21 |
More positions owned by Laffer Investments
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