iShares S&P 500 Value Index shares owned by Estate Counselors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Estate Counselors
from 13F filings
Historical chart of Estate Counselors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Estate Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.7M | 27k | 173.89 |
| 2023-09-30 | $365k | 2.4k | 153.84 |
| 2022-09-30 | $27k | 215 | 125.58 |
| 2022-06-30 | $54k | 395 | 136.71 |
| 2022-03-31 | $47k | 305 | 154.10 |
| 2021-12-31 | $63k | 405 | 155.56 |
| 2021-09-30 | $421k | 2.9k | 145.17 |
| 2021-06-30 | $457k | 3.1k | 147.42 |
| 2021-03-31 | $438k | 3.1k | 141.29 |
| 2020-12-31 | $518k | 4.1k | 127.90 |
| 2020-09-30 | $1.2M | 10k | 112.43 |
| 2020-06-30 | $865k | 8.0k | 108.13 |
| 2020-03-31 | $11M | 110k | 96.25 |
| 2019-06-30 | $11M | 96k | 116.57 |
| 2019-03-31 | $254k | 2.3k | 112.89 |
| 2018-12-31 | $223k | 2.2k | 101.36 |
| 2017-09-30 | $688k | 6.4k | 107.84 |
| 2017-06-30 | $6.7M | 64k | 104.96 |
| 2017-03-31 | $7.2M | 69k | 104.04 |
| 2016-12-31 | $5.0M | 49k | 101.39 |
| 2016-09-30 | $5.0M | 53k | 94.96 |
| 2016-06-30 | $2.0M | 22k | 92.88 |
| 2015-12-31 | $818k | 9.2k | 88.53 |
| 2015-09-30 | $759k | 9.0k | 84.15 |