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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Lion Street Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |