iShares S&P 500 Value Index shares owned by Detalus Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus 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 Detalus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Detalus Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11M | 58k | 186.81 |
2023-12-31 | $7.9M | 46k | 173.89 |
2023-09-30 | $5.9M | 39k | 153.84 |