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iShares S&P 500 Value Index shares owned by Lighthouse Wealth Management

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

Historical chart of Lighthouse Wealth Management 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 Wealth Management 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 Lighthouse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $425k 2.1k 206.51
2025-06-30 $403k 2.1k 195.42

More positions owned by Lighthouse Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Globl Cash Etf (GCOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Eafe Smcp (HSCZ)
Abbvie (ABBV)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
NVIDIA Corporation (NVDA)
Abbott Laboratories (ABT)

View all positions for Lighthouse Wealth Management

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