iShares S&P 500 Value Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.9k | 206.51 |
| 2025-06-30 | $1.6M | 8.2k | 195.42 |
| 2025-03-31 | $1.7M | 9.1k | 190.58 |
| 2024-12-31 | $1.8M | 9.5k | 190.88 |
| 2024-09-30 | $1.9M | 9.7k | 197.17 |
| 2024-06-30 | $1.9M | 10k | 182.01 |
| 2024-03-31 | $2.0M | 11k | 186.81 |
| 2023-12-31 | $2.0M | 11k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 154.07 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $2.0M | 14k | 145.07 |
| 2022-09-30 | $1.3M | 10k | 128.56 |
| 2022-06-30 | $1.2M | 8.8k | 137.41 |
| 2022-03-31 | $1.3M | 8.1k | 155.76 |
| 2021-12-31 | $1.3M | 8.1k | 156.61 |
| 2021-09-30 | $1.2M | 8.1k | 145.42 |
| 2021-06-30 | $1.2M | 8.3k | 147.58 |
| 2021-03-31 | $1.1M | 7.5k | 141.26 |
| 2020-12-31 | $868k | 6.8k | 128.02 |
| 2020-09-30 | $272k | 2.4k | 112.35 |
| 2020-06-30 | $158k | 1.5k | 108.22 |
| 2020-03-31 | $44k | 458 | 96.07 |
| 2019-12-31 | $62k | 476 | 130.25 |
| 2019-09-30 | $13k | 105 | 123.81 |
| 2019-06-30 | $12k | 105 | 114.29 |
| 2019-03-31 | $12k | 105 | 114.29 |