iShares S&P 500 Value Index shares owned by Almanack Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Almanack Investment Partners
from 13F filings
Historical chart of Almanack Investment Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Almanack Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $423k | 2.2k | 190.88 |
| 2024-09-30 | $461k | 2.3k | 197.17 |
| 2024-06-30 | $444k | 2.4k | 182.01 |
| 2024-03-31 | $457k | 2.4k | 186.81 |
| 2023-12-31 | $502k | 2.9k | 173.89 |
| 2023-09-30 | $573k | 3.7k | 153.84 |
| 2023-06-30 | $358k | 2.2k | 161.19 |
| 2023-03-31 | $358k | 2.4k | 151.70 |
| 2022-12-31 | $415k | 2.9k | 145.07 |
| 2022-09-30 | $735k | 5.7k | 128.59 |
| 2022-06-30 | $486k | 3.5k | 137.56 |
| 2022-03-31 | $619k | 4.0k | 155.61 |
| 2021-12-31 | $593k | 3.8k | 156.75 |
| 2021-09-30 | $441k | 3.0k | 145.40 |
| 2019-06-30 | $146k | 1.3k | 116.57 |
More positions owned by Almanack Investment Partners
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