iShares S&P 500 Value Index shares owned by Atlas Brown
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atlas Brown
from 13F filings
Historical chart of Atlas Brown investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Atlas Brown
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $550k | 2.9k | 186.78 |
| 2023-12-31 | $521k | 3.0k | 173.87 |
| 2023-09-30 | $453k | 2.9k | 153.85 |
| 2023-06-30 | $475k | 2.9k | 161.20 |
| 2023-03-31 | $448k | 3.0k | 151.74 |
| 2022-12-31 | $453k | 3.1k | 145.07 |
| 2022-09-30 | $402k | 3.1k | 128.48 |
| 2022-06-30 | $433k | 3.1k | 137.55 |
| 2022-03-31 | $490k | 3.1k | 155.65 |
| 2021-12-31 | $550k | 3.5k | 156.61 |
| 2021-09-30 | $511k | 3.5k | 145.58 |
| 2021-06-30 | $525k | 3.6k | 147.64 |
| 2021-03-31 | $492k | 3.5k | 141.18 |
| 2020-12-31 | $358k | 2.8k | 127.86 |
| 2020-09-30 | $314k | 2.8k | 112.63 |
| 2020-06-30 | $299k | 2.8k | 108.25 |
| 2020-03-31 | $266k | 2.8k | 96.34 |
| 2019-12-31 | $461k | 3.5k | 130.15 |
| 2019-09-30 | $447k | 3.8k | 119.17 |
| 2019-06-30 | $431k | 3.7k | 116.68 |
| 2019-03-31 | $416k | 3.7k | 112.83 |
| 2018-12-31 | $327k | 3.2k | 101.05 |
| 2018-09-30 | $396k | 3.4k | 115.79 |
| 2018-06-30 | $379k | 3.4k | 112.93 |
| 2018-03-31 | $333k | 3.0k | 109.25 |
| 2017-12-31 | $218k | 1.8k | 119.98 |