iShares S&P 500 Value Index shares owned by Altfest L J & Co
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 2.5k | 206.50 |
| 2025-06-30 | $479k | 2.4k | 195.40 |
| 2025-03-31 | $466k | 2.4k | 190.58 |
| 2024-12-31 | $470k | 2.5k | 190.84 |
| 2024-09-30 | $484k | 2.5k | 196.99 |
| 2024-06-30 | $446k | 2.5k | 181.97 |
| 2024-03-31 | $413k | 2.2k | 186.79 |
| 2023-12-31 | $408k | 2.3k | 174.06 |
| 2023-09-30 | $358k | 2.3k | 153.71 |
| 2023-06-30 | $372k | 2.3k | 161.25 |
| 2023-03-31 | $338k | 2.2k | 151.84 |
| 2022-12-31 | $322k | 2.2k | 145.24 |
| 2022-09-30 | $283k | 2.2k | 128.29 |
| 2022-06-30 | $301k | 2.2k | 137.32 |
| 2022-03-31 | $340k | 2.2k | 155.68 |
| 2021-12-31 | $349k | 2.2k | 156.64 |
| 2021-09-30 | $323k | 2.2k | 145.56 |
| 2021-06-30 | $336k | 2.3k | 147.82 |
| 2021-03-31 | $320k | 2.3k | 141.22 |
| 2020-12-31 | $338k | 2.6k | 128.18 |
| 2020-09-30 | $312k | 2.8k | 112.55 |
| 2020-06-30 | $364k | 3.4k | 108.24 |
| 2020-03-31 | $375k | 3.9k | 96.15 |