iShares S&P 500 Value Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners 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 Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $25k | 156 | 161.19 |
| 2023-03-31 | $40k | 265 | 151.76 |
| 2022-12-31 | $38k | 265 | 145.07 |
| 2022-09-30 | $34k | 265 | 128.30 |
| 2022-06-30 | $36k | 265 | 135.85 |
| 2022-03-31 | $69k | 446 | 154.71 |
| 2021-12-31 | $75k | 479 | 156.58 |
| 2021-09-30 | $70k | 479 | 146.14 |
| 2021-06-30 | $71k | 479 | 148.23 |
| 2021-03-31 | $68k | 479 | 141.96 |
| 2020-12-31 | $55k | 428 | 128.50 |