iShares S&P 500 Value Index shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $239k | 2.2k | 108.05 |
| 2020-03-31 | $258k | 2.7k | 96.13 |
| 2019-12-31 | $349k | 2.7k | 130.03 |
| 2019-09-30 | $317k | 2.7k | 119.13 |
| 2019-06-30 | $310k | 2.7k | 116.50 |
| 2019-03-31 | $325k | 2.9k | 112.57 |
| 2018-12-31 | $280k | 2.8k | 101.23 |
| 2018-09-30 | $316k | 2.7k | 116.61 |
| 2018-06-30 | $304k | 2.7k | 110.87 |
| 2018-03-31 | $246k | 2.3k | 108.95 |
| 2017-12-31 | $258k | 2.3k | 114.26 |
| 2017-09-30 | $243k | 2.3k | 107.62 |
| 2017-06-30 | $237k | 2.3k | 104.96 |
| 2017-03-31 | $235k | 2.3k | 104.07 |
| 2016-12-31 | $229k | 2.3k | 101.42 |
| 2016-09-30 | $399k | 4.3k | 92.83 |
| 2016-06-30 | $399k | 4.3k | 92.83 |
| 2016-03-31 | $387k | 4.3k | 90.04 |
| 2015-12-31 | $381k | 4.3k | 88.65 |