iShares S&P 500 Value Index shares owned by Barber Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Barber Financial
from 13F filings
Historical chart of Barber Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Barber Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $3.0M | 20k | 151.76 |
| 2022-12-31 | $2.0M | 14k | 145.07 |
| 2022-09-30 | $1.5M | 12k | 128.53 |
| 2022-06-30 | $75M | 542k | 137.46 |
| 2022-03-31 | $78M | 500k | 155.72 |
| 2020-03-31 | $5.1M | 53k | 96.26 |
| 2019-12-31 | $2.8M | 22k | 130.11 |
| 2019-09-30 | $3.3M | 27k | 122.73 |
| 2019-06-30 | $1.9M | 17k | 116.54 |
| 2019-03-31 | $671k | 6.0k | 112.70 |