iShares S&P 500 Value Index shares owned by Willis Johnson & Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Willis Johnson & Associates
from 13F filings
Historical chart of Willis Johnson & Associates investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Willis Johnson & Associates 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 Willis Johnson & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 35k | 186.81 |
| 2023-12-31 | $6.6M | 38k | 173.89 |
| 2023-09-30 | $6.1M | 40k | 153.84 |
| 2023-06-30 | $6.8M | 42k | 161.19 |
| 2023-03-31 | $6.9M | 46k | 151.76 |
| 2022-12-31 | $7.1M | 49k | 145.07 |
| 2022-09-30 | $6.5M | 51k | 128.52 |
| 2022-06-30 | $7.3M | 53k | 137.47 |
| 2022-03-31 | $9.1M | 59k | 155.72 |
| 2021-12-31 | $9.0M | 57k | 156.63 |
| 2021-09-30 | $13M | 87k | 145.41 |
| 2021-06-30 | $98M | 667k | 147.64 |
| 2021-03-31 | $93M | 657k | 141.24 |
| 2020-12-31 | $80M | 622k | 128.02 |
More positions owned by Willis Johnson & Associates
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