iShares S&P 500 Value Index shares owned by White Pine Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by White Pine Capital
from 13F filings
Historical chart of White Pine Capital investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by White Pine Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 8.2k | 173.90 |
| 2023-09-30 | $1.3M | 8.5k | 153.85 |
| 2023-06-30 | $1.4M | 8.9k | 161.20 |
| 2023-03-31 | $1.2M | 8.1k | 151.77 |
| 2022-12-31 | $1.2M | 8.1k | 145.08 |
| 2022-09-30 | $1.1M | 8.2k | 128.48 |
| 2022-06-30 | $1.2M | 8.5k | 137.40 |
| 2022-03-31 | $1.4M | 8.8k | 155.72 |
| 2021-12-31 | $1.4M | 8.8k | 156.63 |
| 2021-09-30 | $1.2M | 8.4k | 145.43 |
| 2021-06-30 | $1.2M | 8.4k | 148.77 |
| 2021-03-31 | $707k | 5.0k | 141.15 |
| 2020-12-31 | $373k | 2.9k | 128.00 |
| 2020-09-30 | $331k | 2.9k | 112.43 |
| 2020-06-30 | $319k | 2.9k | 108.36 |
| 2020-03-31 | $350k | 3.6k | 96.15 |
| 2019-12-31 | $475k | 3.7k | 129.96 |
| 2019-09-30 | $435k | 3.7k | 119.02 |
| 2019-06-30 | $426k | 3.7k | 116.55 |
| 2019-03-31 | $412k | 3.7k | 112.72 |
| 2018-12-31 | $370k | 3.7k | 101.23 |
| 2018-09-30 | $428k | 2.3k | 185.93 |
| 2018-06-30 | $274k | 2.5k | 110.26 |