iShares S&P 500 Value Index shares owned by LPWM
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LPWM
from 13F filings
Historical chart of LPWM investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by LPWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $54M | 277k | 195.36 |
| 2024-06-30 | $49M | 271k | 181.64 |
| 2024-03-31 | $49M | 268k | 181.71 |
| 2023-12-31 | $46M | 263k | 173.78 |
| 2023-09-30 | $39M | 255k | 152.91 |
| 2023-06-30 | $41M | 251k | 161.48 |
| 2023-03-31 | $38M | 249k | 151.76 |
| 2022-12-31 | $37M | 243k | 150.44 |
| 2022-09-30 | $31M | 244k | 128.52 |
| 2022-06-30 | $33M | 240k | 139.07 |
| 2022-03-31 | $36M | 229k | 156.08 |
| 2021-12-31 | $37M | 237k | 156.63 |
| 2021-09-30 | $34M | 227k | 147.41 |
| 2021-06-30 | $33M | 221k | 148.50 |
| 2021-03-31 | $31M | 214k | 142.18 |
| 2020-12-31 | $27M | 208k | 128.02 |
| 2020-09-30 | $22M | 196k | 112.57 |
| 2020-06-30 | $21M | 190k | 108.21 |
| 2020-03-31 | $19M | 194k | 96.25 |
| 2019-12-31 | $22M | 171k | 130.09 |