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iShares S&P 500 Value Index shares owned by Smithbridge Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smithbridge Asset Management from 13F filings

Historical chart of Smithbridge Asset 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 Smithbridge Asset 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 Smithbridge Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 6.7k 186.81
2023-12-31 $1.2M 6.8k 173.90
2023-09-30 $1.1M 7.3k 153.89
2023-06-30 $1.2M 7.4k 161.19
2023-03-31 $1.1M 7.5k 151.71
2022-12-31 $1.1M 7.6k 145.07
2022-09-30 $993k 7.7k 128.53