iShares S&P 500 Value Index shares owned by Coho Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Coho Partners
from 13F filings
Historical chart of Coho Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Coho Partners 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 Coho Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 12k | 173.89 |
| 2023-06-30 | $282k | 1.8k | 161.19 |
| 2022-12-31 | $15M | 101k | 145.07 |
| 2021-12-31 | $9.6M | 61k | 156.62 |
| 2020-03-31 | $1.9M | 20k | 96.26 |