iShares S&P 500 Value Index shares owned by Lion Street Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street 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 Lion Street 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 Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 1.5k | 152.03 |
| 2025-06-30 | $1.0M | 5.3k | 195.43 |
| 2025-03-31 | $774k | 4.1k | 190.59 |
| 2024-12-31 | $544k | 2.9k | 190.89 |
| 2024-09-30 | $475k | 2.4k | 197.18 |
| 2024-06-30 | $381k | 2.1k | 182.02 |
| 2024-03-31 | $232k | 1.3k | 173.89 |
| 2023-12-31 | $232k | 1.3k | 173.89 |
| 2023-09-30 | $205k | 1.3k | 153.84 |
| 2023-06-30 | $233k | 1.5k | 152.03 |
| 2023-03-31 | $202k | 1.3k | 151.76 |
| 2022-12-31 | $233k | 1.5k | 152.03 |
| 2022-09-30 | $210k | 1.6k | 128.68 |
| 2022-06-30 | $233k | 1.5k | 152.09 |
| 2022-03-31 | $255k | 1.6k | 156.25 |
| 2021-12-31 | $241k | 1.5k | 157.31 |
| 2021-09-30 | $223k | 1.5k | 145.56 |