iShares S&P 500 Value Index shares owned by American Trust
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $762k | 4.4k | 173.90 |
| 2023-09-30 | $888k | 5.8k | 153.85 |
| 2023-06-30 | $934k | 5.8k | 161.18 |
| 2023-03-31 | $879k | 5.8k | 151.75 |
| 2022-12-31 | $826k | 5.7k | 145.07 |
| 2022-09-30 | $541k | 4.2k | 128.44 |
| 2022-06-30 | $766k | 5.6k | 137.40 |
| 2022-03-31 | $925k | 5.9k | 155.75 |
| 2021-12-31 | $219k | 1.4k | 156.32 |