iShares S&P 500 Value Index shares owned by Boston Financial Mangement
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Boston Financial Mangement
from 13F filings
Historical chart of Boston Financial Mangement investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Boston Financial Mangement 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 Boston Financial Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $376k | 2.0k | 190.88 |
| 2024-09-30 | $388k | 2.0k | 197.17 |
| 2024-06-30 | $358k | 2.0k | 182.01 |
| 2024-03-31 | $368k | 2.0k | 186.81 |
| 2023-09-30 | $303k | 2.0k | 153.84 |
| 2023-06-30 | $350k | 2.2k | 161.19 |
| 2023-03-31 | $329k | 2.2k | 151.76 |
| 2022-12-31 | $315k | 2.2k | 145.07 |
| 2022-09-30 | $279k | 2.2k | 128.63 |
| 2022-06-30 | $298k | 2.2k | 137.39 |
| 2022-03-31 | $369k | 2.4k | 155.76 |
| 2021-12-31 | $373k | 2.4k | 156.79 |
| 2021-09-30 | $346k | 2.4k | 145.44 |
| 2021-06-30 | $351k | 2.4k | 147.54 |
| 2021-03-31 | $352k | 2.5k | 141.42 |
| 2020-12-31 | $319k | 2.5k | 128.16 |
| 2020-09-30 | $280k | 2.5k | 112.50 |
| 2020-06-30 | $310k | 2.9k | 108.09 |
| 2020-03-31 | $276k | 2.9k | 96.23 |
| 2019-12-31 | $373k | 2.9k | 130.06 |
More positions owned by Boston Financial Mangement
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