iShares S&P 500 Value Index shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Curtis Advisory Group 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 Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $367k | 2.0k | 186.81 |
| 2023-12-31 | $342k | 2.0k | 173.89 |
| 2023-09-30 | $302k | 2.0k | 153.84 |
| 2023-06-30 | $317k | 2.0k | 161.19 |
| 2023-03-31 | $298k | 2.0k | 151.76 |
| 2022-12-31 | $285k | 2.0k | 145.07 |
| 2022-09-30 | $252k | 2.0k | 128.31 |
| 2022-06-30 | $270k | 2.0k | 137.47 |
| 2022-03-31 | $306k | 2.0k | 155.80 |
| 2021-12-31 | $308k | 2.0k | 156.82 |
| 2021-09-30 | $286k | 2.0k | 145.62 |
| 2021-06-30 | $290k | 2.0k | 147.66 |
| 2021-03-31 | $277k | 2.0k | 141.04 |
| 2020-12-31 | $251k | 2.0k | 127.80 |
| 2020-09-30 | $221k | 2.0k | 112.53 |
| 2020-06-30 | $213k | 2.0k | 108.45 |
| 2019-12-31 | $255k | 2.0k | 129.84 |