iShares S&P 500 Value Index shares owned by AtlasMark Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by AtlasMark Financial
from 13F filings
Historical chart of AtlasMark Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by AtlasMark Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.0M | 38k | 212.07 |
| 2025-12-31 | $8.0M | 38k | 212.07 |
| 2025-09-30 | $7.4M | 36k | 206.51 |
| 2025-06-30 | $6.2M | 32k | 195.42 |
| 2025-03-31 | $3.9M | 20k | 190.58 |
| 2024-12-31 | $3.7M | 19k | 190.88 |
| 2024-09-30 | $3.6M | 18k | 197.17 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-09-30 | $1.8M | 14k | 128.52 |
| 2022-06-30 | $1.6M | 12k | 137.46 |
| 2022-03-31 | $1.7M | 11k | 155.72 |
| 2021-12-31 | $1.7M | 11k | 156.63 |
| 2021-09-30 | $1.5M | 10k | 145.42 |
| 2021-06-30 | $1.5M | 10k | 147.64 |
| 2021-03-31 | $1.4M | 10k | 141.24 |
| 2020-12-31 | $1.3M | 9.9k | 128.02 |
| 2020-09-30 | $1.1M | 9.9k | 112.45 |
| 2020-06-30 | $1.0M | 9.4k | 108.21 |
| 2020-03-31 | $801k | 8.3k | 96.25 |
| 2019-12-31 | $946k | 7.3k | 130.09 |
| 2019-09-30 | $908k | 7.6k | 119.14 |