iShares S&P 500 Value Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors 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 LGT Financial Advisors 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 LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 3.1k | 206.53 |
| 2025-06-30 | $214k | 1.1k | 195.43 |
| 2025-03-31 | $169k | 876 | 193.19 |
| 2024-12-31 | $114k | 599 | 190.92 |
| 2024-09-30 | $104k | 518 | 200.33 |
| 2024-06-30 | $94k | 517 | 182.01 |
| 2024-03-31 | $126k | 672 | 187.67 |
| 2023-12-31 | $92k | 528 | 173.89 |
| 2023-09-30 | $101k | 653 | 153.84 |
| 2023-06-30 | $131k | 813 | 161.19 |