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iShares S&P 500 Value Index shares owned by Bare Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial 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 Bare Financial Services 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 Bare Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 21k 197.17
2024-06-30 $4.0M 21k 190.70
2024-03-31 $3.8M 21k 178.79
2023-12-31 $3.0M 17k 173.89