iShares S&P 500 Value Index shares owned by Portfolio 21 Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Portfolio 21 Investments
from 13F filings
Historical chart of Portfolio 21 Investments investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Portfolio 21 Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $70k | 375 | 186.81 |
| 2023-12-31 | $65k | 375 | 173.89 |
| 2023-09-30 | $292k | 1.9k | 153.84 |
| 2023-06-30 | $306k | 1.9k | 161.19 |
| 2023-03-31 | $288k | 1.9k | 151.76 |
| 2022-12-31 | $276k | 1.9k | 145.07 |
| 2022-09-30 | $244k | 1.9k | 128.42 |
| 2022-06-30 | $261k | 1.9k | 137.37 |
| 2022-03-31 | $296k | 1.9k | 155.79 |
| 2021-12-31 | $298k | 1.9k | 156.84 |
| 2021-09-30 | $276k | 1.9k | 145.26 |