iShares S&P 500 Value Index shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $861k | 4.2k | 206.51 |
| 2025-06-30 | $793k | 4.1k | 195.42 |
| 2025-03-31 | $661k | 3.5k | 190.58 |
| 2024-12-31 | $456k | 2.4k | 190.88 |
| 2024-09-30 | $459k | 2.3k | 197.17 |
| 2024-06-30 | $401k | 2.2k | 182.01 |
| 2024-03-31 | $372k | 2.0k | 186.81 |