iShares S&P 500 Value Index shares owned by Shulman DeMeo Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Shulman DeMeo Asset Management
from 13F filings
Historical chart of Shulman DeMeo 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 Shulman DeMeo Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $600k | 3.2k | 186.83 |
| 2023-12-31 | $556k | 3.2k | 173.90 |
| 2023-09-30 | $487k | 3.2k | 153.82 |
| 2023-06-30 | $510k | 3.2k | 161.17 |
| 2023-03-31 | $442k | 2.9k | 151.74 |
| 2022-12-31 | $420k | 2.9k | 145.08 |
| 2022-09-30 | $367k | 2.9k | 128.37 |
| 2022-06-30 | $393k | 2.9k | 137.46 |
| 2022-03-31 | $443k | 2.8k | 155.60 |
| 2021-12-31 | $444k | 2.8k | 156.67 |
| 2021-09-30 | $408k | 2.8k | 145.56 |
| 2021-03-31 | $393k | 2.8k | 141.37 |
| 2020-12-31 | $356k | 2.8k | 128.06 |
| 2020-09-30 | $311k | 2.8k | 112.60 |
| 2020-06-30 | $297k | 2.7k | 108.28 |
| 2020-03-31 | $260k | 2.7k | 96.15 |
| 2019-12-31 | $352k | 2.7k | 130.18 |
| 2019-09-30 | $318k | 2.7k | 119.01 |
| 2019-06-30 | $311k | 2.7k | 116.39 |
| 2019-03-31 | $300k | 2.7k | 112.91 |
More positions owned by Shulman DeMeo Asset Management
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