iShares S&P 500 Value Index shares owned by LBA Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by LBA 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 LBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $191k | 1.8k | 104.03 |
| 2016-12-31 | $186k | 1.8k | 101.31 |
| 2016-09-30 | $220k | 2.3k | 95.07 |
| 2016-06-30 | $118k | 1.3k | 93.21 |
| 2016-03-31 | $114k | 1.3k | 90.05 |
| 2015-12-31 | $112k | 1.3k | 88.47 |
| 2015-09-30 | $44k | 519 | 84.78 |
| 2015-06-30 | $48k | 519 | 92.49 |
| 2015-03-31 | $48k | 519 | 92.49 |
| 2014-12-31 | $49k | 519 | 94.41 |
| 2014-09-30 | $47k | 519 | 90.56 |