iShares S&P 500 Value Index shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $73M | 368k | 197.17 |
| 2024-06-30 | $70M | 384k | 182.01 |
| 2024-03-31 | $72M | 388k | 186.81 |
| 2023-09-30 | $63M | 407k | 153.84 |
| 2022-12-31 | $28M | 181k | 152.62 |
| 2022-09-30 | $19M | 139k | 137.85 |
| 2022-06-30 | $18M | 128k | 140.70 |
| 2022-03-31 | $16M | 103k | 158.52 |
| 2021-12-31 | $15M | 100k | 151.48 |
| 2021-09-30 | $17M | 111k | 153.15 |
| 2021-06-30 | $15M | 103k | 148.84 |
| 2021-03-31 | $14M | 98k | 145.53 |
| 2020-12-31 | $13M | 98k | 130.28 |
| 2020-09-30 | $12M | 101k | 116.91 |
| 2020-06-30 | $9.1M | 80k | 113.40 |
| 2020-03-31 | $4.9M | 47k | 103.99 |
| 2019-12-31 | $8.4M | 65k | 128.95 |
| 2019-09-30 | $11M | 93k | 121.51 |
| 2019-06-30 | $11M | 89k | 117.84 |
| 2019-03-31 | $11M | 91k | 115.38 |
| 2018-12-31 | $9.7M | 90k | 107.85 |
| 2018-09-30 | $5.3M | 48k | 110.21 |
| 2018-06-30 | $5.5M | 49k | 112.61 |
| 2018-03-31 | $5.7M | 51k | 111.30 |
| 2017-12-31 | $5.9M | 49k | 120.16 |
| 2017-09-30 | $4.2M | 39k | 109.04 |
| 2017-06-30 | $6.3M | 60k | 105.71 |
| 2017-03-31 | $6.4M | 62k | 104.38 |
| 2016-12-31 | $6.3M | 62k | 102.17 |
| 2016-09-30 | $4.8M | 51k | 94.87 |
| 2016-06-30 | $2.9M | 31k | 95.75 |
| 2016-03-31 | $2.4M | 26k | 90.95 |
| 2015-12-31 | $2.7M | 32k | 83.38 |
| 2015-09-30 | $2.8M | 33k | 84.03 |
| 2015-06-30 | $6.4M | 69k | 92.22 |
| 2015-03-31 | $3.5M | 38k | 92.55 |
| 2014-12-31 | $6.5M | 70k | 93.78 |
| 2014-09-30 | $4.3M | 48k | 90.06 |
| 2014-06-30 | $4.3M | 48k | 90.27 |
| 2014-03-31 | $3.1M | 35k | 86.88 |
| 2013-12-31 | $3.0M | 35k | 85.48 |
| 2013-09-30 | $6.2M | 79k | 78.33 |
| 2013-06-30 | $6.3M | 84k | 75.78 |
| 2012-12-31 | $5.4M | 82k | 66.39 |
| 2012-09-30 | $5.2M | 80k | 65.78 |
| 2012-06-30 | $4.7M | 76k | 62.27 |
| 2012-03-31 | $1.9M | 30k | 64.94 |
| 2011-12-31 | $3.7M | 64k | 57.82 |
| 2011-09-30 | $3.5M | 69k | 51.57 |
| 2011-06-30 | $4.1M | 67k | 61.99 |
| 2011-03-31 | $11k | 180 | 61.11 |