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iShares S&P 500 Value Index shares owned by Alerus Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alerus Investment Advisors from 13F filings

Historical chart of Alerus Investment Advisors 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 Alerus Investment 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 Alerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2016-03-31 $227k 2.5k 89.94
2015-12-31 $223k 2.5k 88.35
2015-09-30 $81k 963 84.11
2015-06-30 $205k 2.2k 92.34
2015-03-31 $205k 2.2k 92.34
2014-12-31 $208k 2.2k 93.69
2014-09-30 $203k 2.2k 91.44
2014-06-30 $850k 9.4k 90.28
2014-03-31 $817k 9.4k 86.87
2013-12-31 $413k 5.1k 80.23
2013-09-30 $185k 2.4k 78.42
2013-06-30 $1.0M 13k 79.65