iShares S&P 500 Value Index shares owned by Baldwin Brothers
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Baldwin Brothers
from 13F filings
Historical chart of Baldwin Brothers investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Baldwin Brothers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 1.5k | 206.51 |
| 2025-06-30 | $300k | 1.5k | 195.42 |
| 2025-03-31 | $293k | 1.5k | 190.58 |
| 2024-12-31 | $293k | 1.5k | 190.88 |
| 2024-09-30 | $303k | 1.5k | 197.17 |
| 2024-06-30 | $305k | 1.7k | 182.01 |
| 2024-03-31 | $358k | 1.9k | 186.81 |
| 2023-12-31 | $349k | 2.0k | 173.89 |
| 2023-09-30 | $340k | 2.2k | 153.84 |
| 2023-06-30 | $356k | 2.2k | 161.19 |
| 2023-03-31 | $435k | 2.9k | 151.76 |
| 2022-12-31 | $406k | 2.8k | 145.07 |
| 2022-09-30 | $290k | 2.3k | 128.55 |
| 2022-06-30 | $327k | 2.4k | 137.34 |
| 2022-03-31 | $324k | 2.1k | 155.69 |
| 2021-12-31 | $326k | 2.1k | 156.66 |
| 2021-09-30 | $303k | 2.1k | 145.60 |
| 2021-06-30 | $316k | 2.1k | 147.46 |
| 2021-03-31 | $321k | 2.3k | 141.22 |
| 2020-12-31 | $314k | 2.5k | 128.06 |
| 2020-09-30 | $290k | 2.6k | 112.27 |
| 2020-06-30 | $298k | 2.8k | 108.32 |
| 2020-03-31 | $267k | 2.8k | 96.39 |
| 2019-12-31 | $758k | 5.8k | 130.08 |
| 2019-09-30 | $706k | 5.9k | 119.08 |
| 2019-06-30 | $858k | 7.4k | 116.51 |
| 2019-03-31 | $816k | 7.2k | 112.71 |
| 2018-12-31 | $692k | 6.8k | 101.20 |
| 2018-09-30 | $803k | 6.9k | 115.79 |
| 2018-06-30 | $779k | 7.1k | 110.07 |
| 2018-03-31 | $785k | 7.2k | 109.39 |
| 2017-12-31 | $943k | 8.3k | 114.28 |
| 2017-09-30 | $1.0M | 9.6k | 107.88 |
| 2017-06-30 | $983k | 9.4k | 104.99 |
| 2017-03-31 | $967k | 9.3k | 104.07 |
| 2016-12-31 | $858k | 8.5k | 101.42 |
| 2016-09-30 | $805k | 8.5k | 95.02 |