iShares S&P 500 Value Index shares owned by Baldrige Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Baldrige Asset Management
from 13F filings
Historical chart of Baldrige Asset Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Baldrige Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Baldrige Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.4M | 9.5k | 151.72 |
| 2022-12-31 | $1.4M | 9.5k | 145.10 |
| 2022-09-30 | $1.1M | 8.9k | 128.50 |
| 2022-06-30 | $1.2M | 9.1k | 137.48 |
| 2022-03-31 | $1.4M | 9.1k | 155.68 |
| 2021-12-31 | $1.4M | 9.2k | 156.58 |
| 2021-09-30 | $1.5M | 10k | 145.41 |
| 2021-06-30 | $1.5M | 10k | 147.66 |
| 2021-03-31 | $1.4M | 9.9k | 141.22 |
| 2020-12-31 | $1.3M | 10k | 128.02 |
| 2020-09-30 | $1.1M | 10k | 112.48 |
| 2020-06-30 | $1.1M | 10k | 108.18 |
| 2020-03-31 | $953k | 9.9k | 96.22 |
| 2019-12-31 | $1.5M | 12k | 130.08 |
| 2019-09-30 | $1.4M | 12k | 119.18 |
| 2019-06-30 | $1.4M | 12k | 116.56 |
| 2019-03-31 | $1.5M | 13k | 112.76 |