iShares S&P 500 Value Index shares owned by Novare Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management 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 Novare Capital 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 Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 6.2k | 173.89 |
| 2022-12-31 | $576k | 4.0k | 145.07 |
| 2022-09-30 | $510k | 4.0k | 128.46 |
| 2022-06-30 | $546k | 4.0k | 137.53 |
| 2022-03-31 | $612k | 3.9k | 155.73 |
| 2021-12-31 | $584k | 3.7k | 156.57 |
| 2021-09-30 | $541k | 3.7k | 145.43 |