iShares S&P 500 Value Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 110k | 206.51 |
| 2025-06-30 | $22M | 111k | 195.42 |
| 2025-03-31 | $22M | 116k | 190.58 |
| 2024-12-31 | $23M | 118k | 190.88 |
| 2024-09-30 | $23M | 118k | 197.17 |
| 2024-06-30 | $22M | 119k | 182.01 |
| 2024-03-31 | $23M | 120k | 186.81 |
| 2023-12-31 | $21M | 122k | 173.89 |
| 2023-09-30 | $19M | 124k | 153.84 |
| 2023-06-30 | $20M | 126k | 161.19 |
| 2023-03-31 | $19M | 127k | 151.76 |
| 2022-12-31 | $19M | 129k | 145.07 |
| 2022-09-30 | $17M | 133k | 128.52 |
| 2022-06-30 | $18M | 134k | 137.46 |
| 2022-03-31 | $21M | 135k | 155.72 |
| 2021-12-31 | $21M | 136k | 156.63 |
| 2021-09-30 | $20M | 139k | 145.42 |
| 2021-06-30 | $21M | 140k | 147.64 |
| 2021-03-31 | $20M | 142k | 141.24 |
| 2020-12-31 | $19M | 149k | 128.02 |
| 2020-09-30 | $17M | 150k | 112.45 |
| 2020-06-30 | $17M | 152k | 108.21 |
| 2020-03-31 | $15M | 155k | 96.25 |
| 2019-12-31 | $23M | 173k | 130.09 |
| 2019-09-30 | $21M | 176k | 119.14 |
| 2019-06-30 | $21M | 178k | 116.57 |
| 2019-03-31 | $20M | 181k | 112.74 |
| 2018-12-31 | $19M | 185k | 101.14 |
| 2018-09-30 | $22M | 186k | 115.84 |
| 2018-06-30 | $20M | 185k | 110.13 |
| 2018-03-31 | $20M | 186k | 109.34 |
| 2017-12-31 | $22M | 191k | 114.24 |