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iShares S&P 500 Value Index shares owned by Dean Investment Associates

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Dean Investment Associates from 13F filings

Historical chart of Dean Investment Associates investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Dean Investment Associates 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 Dean Investment Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $917k 5.3k 173.89
2021-12-31 $330k 2.1k 156.40

More positions owned by Dean Investment Associates

iShares Russell 3000 Value Ind Ef (IUSV)
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JP Morgan Chase & Co CS (JPM)
PJT Partners CS (PJT)
Duke Energy Corp CS (DUK)
Schwab Short-Term US Treasury Ef (SCHO)
SPDR Bloomberg Barclays Invest Ef (FLRN)
Alliant Energy Corp CS (LNT)
Cisco Systems CS (CSCO)
BlackRock CS (BLK)
WEC Energy Group CS (WEC)
Amgen CS (AMGN)
Kinder Morgan CS (KMI)
Spire CS (SR)

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