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iShares S&P 500 Value Index shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.8M 45k 173.89
2023-09-30 $6.9M 45k 153.84
2023-06-30 $7.1M 44k 161.19
2023-03-31 $6.7M 44k 151.76
2022-12-31 $6.6M 43k 152.62

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index