iShares S&P 500 Value Index shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $260k | 1.4k | 186.78 |
| 2023-12-31 | $242k | 1.4k | 173.86 |
| 2023-09-30 | $214k | 1.4k | 153.88 |
| 2023-06-30 | $224k | 1.4k | 161.24 |
| 2023-03-31 | $425k | 2.8k | 151.76 |
| 2022-12-31 | $406k | 2.8k | 145.09 |
| 2022-09-30 | $406k | 2.8k | 145.09 |