iShares S&P 500 Value Index shares owned by American Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by American Investment Services
from 13F filings
Historical chart of American Investment Services 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 American Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by American Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 1.9k | 206.51 |
| 2025-06-30 | $367k | 1.9k | 195.42 |
| 2025-03-31 | $358k | 1.9k | 190.58 |
| 2024-12-31 | $370k | 1.9k | 197.17 |
| 2024-09-30 | $370k | 1.9k | 197.17 |
| 2024-06-30 | $342k | 1.9k | 182.01 |
| 2024-03-31 | $356k | 1.9k | 186.81 |
| 2023-12-31 | $368k | 2.1k | 173.89 |
| 2023-09-30 | $346k | 2.3k | 153.84 |
| 2023-06-30 | $400k | 2.5k | 161.19 |
| 2023-03-31 | $394k | 2.7k | 145.07 |
| 2022-12-31 | $394k | 2.7k | 145.07 |
| 2022-09-30 | $349k | 2.7k | 128.40 |
| 2022-06-30 | $377k | 2.7k | 137.29 |
| 2022-03-31 | $420k | 2.7k | 155.61 |
| 2021-12-31 | $423k | 2.7k | 156.72 |
| 2021-09-30 | $461k | 3.2k | 145.29 |
| 2021-06-30 | $468k | 3.2k | 147.49 |
| 2021-03-31 | $449k | 3.2k | 141.33 |
| 2020-12-31 | $406k | 3.2k | 127.95 |
| 2020-09-30 | $366k | 3.3k | 112.30 |
| 2020-06-30 | $353k | 3.3k | 108.32 |
| 2020-03-31 | $295k | 3.1k | 96.28 |
| 2019-12-31 | $717k | 5.5k | 130.06 |
| 2019-09-30 | $657k | 5.5k | 119.17 |
| 2019-06-30 | $643k | 5.5k | 116.63 |
| 2019-03-31 | $646k | 5.7k | 112.66 |
| 2018-12-31 | $587k | 5.8k | 101.22 |
| 2018-09-30 | $672k | 5.8k | 115.86 |
| 2018-06-30 | $639k | 5.8k | 110.17 |
| 2018-03-31 | $684k | 6.3k | 109.32 |
| 2017-12-31 | $852k | 7.5k | 114.24 |
| 2017-09-30 | $894k | 8.3k | 107.85 |
| 2017-06-30 | $1.0M | 9.5k | 104.92 |
| 2017-03-31 | $1.0M | 9.8k | 104.03 |
| 2016-12-31 | $1.0M | 10k | 101.36 |
| 2016-09-30 | $934k | 9.8k | 94.97 |
| 2016-06-30 | $914k | 9.8k | 92.93 |
| 2016-03-31 | $957k | 11k | 89.94 |
| 2015-12-31 | $942k | 11k | 88.53 |
| 2015-09-30 | $697k | 8.3k | 84.08 |
| 2015-06-30 | $764k | 8.3k | 92.16 |
| 2015-03-31 | $869k | 9.4k | 92.55 |
| 2014-12-31 | $890k | 9.5k | 93.73 |
| 2014-09-30 | $910k | 10k | 90.10 |
| 2014-06-30 | $932k | 10k | 90.31 |
| 2014-03-31 | $977k | 11k | 86.93 |
| 2013-12-31 | $1.0M | 12k | 85.44 |
| 2013-09-30 | $1.0M | 13k | 78.31 |
| 2013-06-30 | $1.1M | 14k | 75.79 |
| 2013-03-31 | $1.2M | 17k | 73.80 |
| 2012-12-31 | $1.2M | 18k | 66.41 |
| 2012-09-30 | $1.3M | 19k | 65.81 |
| 2012-06-30 | $1.3M | 21k | 62.27 |
| 2012-03-31 | $1.4M | 22k | 64.93 |
| 2011-12-31 | $1.3M | 23k | 57.81 |
| 2011-09-30 | $1.1M | 21k | 51.59 |
| 2011-06-30 | $1.3M | 21k | 62.00 |
| 2011-03-31 | $1.4M | 22k | 63.32 |
More positions owned by American Investment Services
View all positions for American Investment Services