Lockerman Financial Group »

iShares S&P 500 Value Index shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman Financial Group 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 Lockerman Financial Group 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 Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 1.7k 206.52
2025-06-30 $306k 1.6k 195.43
2025-03-31 $225k 1.2k 190.59

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Lockerman Financial Group

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