Spotlight Asset Group, Inc. / IVE
Spotlight Asset Group, Inc.’s Ishares Tr Position
Does Spotlight Asset Group, Inc. own Ishares Tr (IVE)? Yes — 32.3K shares worth $6M (+4.10% of its 13F portfolio) as of Q2 2024, down from 32.7K shares the prior filed quarter.
Position Value
$6M
Q2 2024
Shares
32.3K
% of Portfolio
+4.10%
Quarters Held
14
currently held
Position History IVE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 32.3K | $6M | +4.10% |
| Q1 2024 | 32.7K | $6M | +4.37% |
| Q4 2023 | 33.7K | $5M | +4.70% |
| Q3 2023 | 33.7K | $5M | +4.70% |
| Q2 2023 | 33.8K | $5M | +4.89% |
| Q1 2023 | 33.2K | $5M | +4.49% |
| Q3 2022 | 33.2K | $5M | +4.49% |
| Q3 2021 | 55.5K | $8M | +4.02% |
| Q2 2021 | 86.8K | $13M | +4.94% |
| Q1 2021 | 83.2K | $12M | +4.42% |
| Q4 2020 | 90.5K | $12M | +4.31% |
| Q3 2020 | 87.8K | $10M | +3.88% |
| Q2 2020 | 84.7K | $9M | +3.84% |
| Q1 2020 | 82.5K | $8M | +4.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spotlight Asset Group, Inc.’s full portfolio or all institutional holders of IVE.