iShares S&P 500 Value Index shares owned by Spotlight Asset Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Spotlight Asset Group
from 13F filings
Historical chart of Spotlight Asset Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Spotlight Asset Group 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 Spotlight Asset Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 33k | 186.81 |
| 2023-12-31 | $5.2M | 34k | 153.84 |
| 2023-09-30 | $5.2M | 34k | 153.84 |
| 2023-06-30 | $5.5M | 34k | 161.19 |
| 2023-03-31 | $4.5M | 33k | 136.25 |
| 2022-09-30 | $4.5M | 33k | 136.25 |
| 2021-09-30 | $8.1M | 56k | 145.43 |
| 2021-06-30 | $13M | 87k | 147.64 |
| 2021-03-31 | $12M | 83k | 141.24 |
| 2020-12-31 | $12M | 91k | 128.02 |
| 2020-09-30 | $9.9M | 88k | 112.45 |
| 2020-06-30 | $9.2M | 85k | 108.21 |
| 2020-03-31 | $7.9M | 83k | 96.25 |
| 2019-12-31 | $9.0M | 85k | 105.23 |