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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
2025-09-30 $1.3M 6.4k 206.50
2025-06-30 $1.2M 6.4k 195.42
2025-03-31 $1.3M 6.6k 190.59
2024-12-31 $1.3M 6.7k 190.89
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 Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index