Lantz Financial »

iShares S&P 500 Value Index shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 15k 197.17
2024-06-30 $2.5M 14k 182.00
2024-03-31 $2.5M 13k 186.81

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)

View all positions for Lantz Financial

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