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
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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 |
|---|---|---|---|
| 2025-09-30 | $13M | 61k | 206.51 |
| 2025-06-30 | $8.9M | 46k | 195.42 |
| 2025-03-31 | $8.3M | 43k | 190.58 |
| 2024-12-31 | $7.1M | 37k | 190.88 |
| 2024-09-30 | $6.1M | 31k | 197.17 |
| 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 |