Caitlin John »

iShares S&P 500 Value Index shares owned by Caitlin John

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

Historical chart of Caitlin John 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 Caitlin John 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 Caitlin John

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 1.5k 206.46
2025-06-30 $296k 1.5k 195.37
2025-03-31 $289k 1.5k 190.53
2024-12-31 $290k 1.5k 190.83
2024-06-30 $276k 1.5k 181.96
2024-03-31 $283k 1.5k 186.76