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iShares S&P 500 Value Index shares owned by Ironwood Investment Counsel

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

Historical chart of Ironwood Investment Counsel 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 Ironwood Investment Counsel 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 Ironwood Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 1.9k 173.94
2023-09-30 $4.4M 1.8k 2370.58
2023-06-30 $318k 2.0k 161.23
2023-03-31 $239k 1.6k 151.78
2022-03-31 $222k 1.4k 155.24
2021-12-31 $224k 1.4k 156.64
2021-09-30 $207k 1.4k 144.76