Lighthouse Financial »

iShares S&P 500 Value Index shares owned by Lighthouse Financial

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lighthouse Financial from 13F filings

Historical chart of Lighthouse Financial 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 Lighthouse Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Lighthouse Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 25k 206.51
2025-06-30 $6.1M 31k 195.42
2025-03-31 $6.5M 34k 190.58
2024-12-31 $6.6M 35k 190.88

More positions owned by Lighthouse Financial

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Us Hlthcare Etf (IYH)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Lighthouse Financial

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index