iShares S&P 500 Value Index shares owned by Burkett Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett 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 Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.2k | 206.52 |
| 2025-06-30 | $1.5M | 7.5k | 195.43 |
| 2025-03-31 | $1.4M | 7.3k | 190.57 |
| 2024-12-31 | $1.4M | 7.2k | 190.87 |
| 2024-09-30 | $1.4M | 7.3k | 197.18 |
| 2024-06-30 | $1.3M | 7.2k | 182.01 |
| 2024-03-31 | $1.4M | 7.3k | 186.80 |
| 2023-12-31 | $1.5M | 8.9k | 173.88 |
More positions owned by Burkett Financial Services
View all positions for Burkett Financial Services