iShares S&P 500 Value Index shares owned by LFA - Lugano Financial Advisors SA
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LFA - Lugano Financial Advisors SA
from 13F filings
Historical chart of LFA - Lugano Financial Advisors SA investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by LFA - Lugano Financial Advisors SA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 1.4k | 206.51 |
| 2025-06-30 | $274k | 1.4k | 195.42 |
| 2025-03-31 | $267k | 1.4k | 190.58 |
| 2024-12-31 | $267k | 1.4k | 190.88 |
| 2024-09-30 | $276k | 1.4k | 197.17 |
| 2024-06-30 | $255k | 1.4k | 182.01 |
| 2024-03-31 | $262k | 1.4k | 186.81 |
| 2023-09-30 | $215k | 1.4k | 153.84 |
| 2023-06-30 | $226k | 1.4k | 161.19 |
| 2022-06-30 | $13k | 100 | 130.00 |
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