iShares S&P 500 Value Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 13k | 206.50 |
| 2025-06-30 | $2.5M | 13k | 195.41 |
| 2022-12-31 | $512k | 3.5k | 145.08 |
| 2022-03-31 | $841k | 5.4k | 155.71 |
| 2021-09-30 | $468k | 3.2k | 145.43 |
| 2020-03-31 | $801k | 8.3k | 96.29 |
| 2019-12-31 | $477k | 3.7k | 130.19 |
| 2018-09-30 | $293k | 2.5k | 115.95 |
| 2018-06-30 | $330k | 2.9k | 115.06 |
| 2018-03-31 | $264k | 2.4k | 109.36 |
| 2017-12-31 | $288k | 2.4k | 119.61 |