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iShares S&P 500 Value Index shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment 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 Garrett Investment Advisors 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $337k 1.8k 186.81
2023-12-31 $314k 1.8k 173.89
2023-09-30 $278k 1.8k 153.84