iShares S&P 500 Value Index shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 1.8k | 206.51 |
| 2025-06-30 | $462k | 2.4k | 195.42 |
| 2025-03-31 | $441k | 2.3k | 190.58 |
| 2024-12-31 | $451k | 2.4k | 190.88 |
| 2024-09-30 | $510k | 2.6k | 197.20 |
| 2024-06-30 | $471k | 2.6k | 182.03 |
| 2024-03-31 | $478k | 2.6k | 186.85 |
| 2023-09-30 | $498k | 3.2k | 153.83 |
| 2023-06-30 | $514k | 211k | 2.44 |
| 2023-03-31 | $475k | 3.1k | 151.77 |
| 2022-12-31 | $446k | 3.1k | 145.09 |