iShares S&P 500 Value Index shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park 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 Cardiff Park 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 Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $517k | 3.0k | 173.89 |
| 2023-09-30 | $457k | 3.0k | 153.84 |
| 2023-06-30 | $479k | 3.0k | 161.19 |
| 2023-03-31 | $451k | 3.0k | 151.76 |
| 2022-12-31 | $431k | 3.0k | 145.07 |
| 2022-09-30 | $444k | 3.5k | 128.55 |
| 2022-06-30 | $475k | 3.5k | 137.52 |
| 2022-03-31 | $538k | 3.5k | 155.76 |
| 2021-12-31 | $541k | 3.5k | 156.63 |