LFA - Lugano Financial Advisors SA »

iShares S&P 500 Value Index shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 1.4k 186.81
2023-09-30 $215k 1.4k 153.84
2023-06-30 $226k 1.4k 161.19
2022-06-30 $13k 100 130.00