iShares S&P 500 Value Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Forum Financial Management 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 8.5k | 186.81 |
| 2023-12-31 | $1.5M | 8.6k | 173.89 |
| 2023-09-30 | $1.4M | 8.8k | 153.84 |
| 2023-06-30 | $1.4M | 8.8k | 161.19 |
| 2023-03-31 | $1.3M | 8.8k | 151.76 |
| 2022-12-31 | $1.4M | 9.6k | 145.07 |
| 2022-09-30 | $1.3M | 10k | 128.55 |
| 2022-06-30 | $1.4M | 9.9k | 137.43 |
| 2022-03-31 | $1.6M | 10k | 155.65 |
| 2021-12-31 | $1.4M | 9.1k | 156.59 |
More positions owned by Forum Financial Management
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