iShares S&P 500 Value Index shares owned by Johnson Midwest Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Johnson Midwest Financial
from 13F filings
Historical chart of Johnson Midwest Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Johnson Midwest Financial 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 Johnson Midwest Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.9M | 25k | 153.84 |
| 2023-06-30 | $15M | 91k | 161.19 |
| 2022-09-30 | $29k | 224 | 129.46 |
| 2022-06-30 | $16M | 113k | 137.46 |
| 2022-03-31 | $16M | 103k | 155.72 |
| 2021-09-30 | $6.0k | 44 | 136.36 |
| 2021-06-30 | $16M | 107k | 147.64 |