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iShares S&P 500 Value Index shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 6.3k 197.17
2024-06-30 $1.1M 6.2k 182.02
2024-03-31 $1.1M 6.1k 186.80

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index