iShares S&P 500 Value Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by LWS Wealth Advisors 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 LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 85k | 173.89 |
| 2023-09-30 | $12M | 81k | 153.84 |
| 2023-06-30 | $13M | 78k | 161.20 |
| 2023-03-31 | $12M | 76k | 151.75 |
| 2022-12-31 | $8.8M | 61k | 145.07 |
| 2022-09-30 | $7.9M | 62k | 128.51 |
| 2022-06-30 | $8.2M | 60k | 137.47 |
| 2022-03-31 | $9.9M | 64k | 155.72 |
| 2021-12-31 | $10M | 65k | 156.64 |
| 2021-09-30 | $9.3M | 64k | 145.42 |
| 2021-06-30 | $9.4M | 64k | 147.64 |
| 2021-03-31 | $7.4M | 53k | 141.24 |
| 2020-12-31 | $5.6M | 44k | 128.01 |
| 2020-09-30 | $5.0M | 44k | 112.47 |
| 2020-06-30 | $4.9M | 46k | 108.23 |
| 2020-03-31 | $5.3M | 55k | 96.26 |
| 2019-12-31 | $8.7M | 67k | 130.10 |