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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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