iShares S&P 500 Value Index shares owned by Koshinski Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Koshinski Asset Management
from 13F filings
Historical chart of Koshinski Asset Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Koshinski Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $736k | 4.2k | 173.89 |
| 2023-09-30 | $943k | 6.1k | 153.85 |
| 2023-06-30 | $980k | 6.1k | 161.20 |
| 2023-03-31 | $1.1M | 7.3k | 151.77 |
| 2022-12-31 | $1.1M | 7.5k | 145.08 |
| 2022-09-30 | $924k | 7.2k | 128.51 |
| 2022-06-30 | $1.2M | 8.8k | 137.47 |
| 2022-03-31 | $1.4M | 8.7k | 155.72 |
| 2021-12-31 | $890k | 5.7k | 156.64 |
| 2021-09-30 | $840k | 5.8k | 145.41 |
| 2021-06-30 | $641k | 4.3k | 147.70 |
| 2021-03-31 | $771k | 5.5k | 141.18 |
| 2020-12-31 | $668k | 3.9k | 169.50 |
| 2020-09-30 | $392k | 3.3k | 117.72 |
| 2020-06-30 | $373k | 3.4k | 108.27 |
| 2020-03-31 | $327k | 3.4k | 96.12 |
| 2019-12-31 | $542k | 4.2k | 129.73 |
| 2019-09-30 | $526k | 4.4k | 119.25 |
| 2019-06-30 | $531k | 4.6k | 116.47 |
| 2019-03-31 | $517k | 4.6k | 112.71 |
| 2018-12-31 | $472k | 4.7k | 101.24 |
| 2018-09-30 | $494k | 4.3k | 115.77 |
| 2018-06-30 | $225k | 2.2k | 101.53 |
| 2018-03-31 | $242k | 2.2k | 109.21 |
| 2017-12-31 | $263k | 2.3k | 114.30 |
| 2015-09-30 | $283k | 3.1k | 92.21 |
| 2015-06-30 | $267k | 2.9k | 92.36 |
More positions owned by Koshinski Asset Management
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