iShares S&P 500 Value Index shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.5k | 206.50 |
| 2025-06-30 | $1.1M | 5.7k | 195.42 |
| 2025-03-31 | $1.0M | 5.4k | 190.59 |
| 2024-12-31 | $1.0M | 5.4k | 190.87 |
| 2024-09-30 | $1.1M | 5.5k | 197.19 |
| 2024-06-30 | $994k | 5.5k | 182.01 |
| 2024-03-31 | $1.1M | 5.7k | 186.80 |
| 2023-12-31 | $963k | 5.5k | 173.90 |
| 2023-09-30 | $849k | 5.5k | 153.83 |
| 2023-06-30 | $890k | 5.5k | 161.18 |
| 2023-03-31 | $890k | 5.9k | 151.77 |
| 2022-12-31 | $903k | 6.2k | 145.08 |
More positions owned by Lodestar Private Asset Management
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