iShares S&P 500 Value Index shares owned by LTG Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LTG Capital
from 13F filings
Historical chart of LTG Capital 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 LTG Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by LTG Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.8k | 206.51 |
| 2025-06-30 | $1.4M | 6.9k | 195.42 |
| 2025-03-31 | $1.3M | 7.0k | 190.58 |
| 2024-12-31 | $1.4M | 7.1k | 190.88 |
| 2024-09-30 | $1.5M | 7.7k | 197.17 |
| 2024-06-30 | $1.4M | 7.8k | 182.01 |
| 2024-03-31 | $1.5M | 7.8k | 186.81 |
| 2023-12-31 | $1.4M | 7.8k | 173.89 |
| 2023-09-30 | $1.2M | 7.9k | 153.18 |
| 2023-06-30 | $1.3M | 8.0k | 161.19 |
| 2023-03-31 | $1.2M | 8.3k | 149.37 |
| 2022-12-31 | $1.2M | 8.3k | 145.07 |
| 2022-09-30 | $321k | 2.5k | 128.40 |
| 2022-06-30 | $1.2M | 8.4k | 137.27 |
| 2022-03-31 | $1.3M | 8.6k | 155.79 |
| 2021-12-31 | $1.4M | 8.7k | 156.55 |