iShares S&P 500 Value Index shares owned by Lowe fs
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lowe fs
from 13F filings
Historical chart of Lowe fs investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Lowe fs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3k | 16 | 206.50 |
| 2023-09-30 | $22k | 145 | 153.84 |
| 2023-06-30 | $23k | 145 | 161.19 |
| 2023-03-31 | $22k | 145 | 151.76 |
| 2022-12-31 | $21k | 145 | 145.07 |
| 2022-09-30 | $19k | 145 | 131.03 |
| 2020-03-31 | $5.0k | 50 | 100.00 |
| 2019-12-31 | $7.0k | 50 | 140.00 |
| 2019-09-30 | $6.0k | 50 | 120.00 |
| 2019-06-30 | $6.0k | 50 | 120.00 |
| 2019-03-31 | $5.0k | 50 | 100.00 |
| 2018-12-31 | $5.0k | 50 | 100.00 |
| 2018-09-30 | $6.0k | 50 | 120.00 |
| 2018-06-30 | $6.0k | 50 | 120.00 |
| 2018-03-31 | $5.0k | 50 | 100.00 |
| 2017-12-31 | $6.0k | 50 | 120.00 |
| 2017-09-30 | $5.0k | 50 | 100.00 |
| 2017-06-30 | $4.0k | 35 | 114.29 |
| 2017-03-31 | $4.0k | 35 | 114.29 |
| 2016-12-31 | $4.0k | 35 | 114.29 |
| 2016-09-30 | $1.0k | 10 | 100.00 |
| 2016-06-30 | $1.0k | 10 | 100.00 |