iShares S&P 500 Value Index shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Cedar Brook Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $486k | 2.6k | 186.78 |
| 2023-12-31 | $673k | 3.9k | 173.39 |
| 2023-09-30 | $627k | 4.1k | 153.86 |
| 2023-06-30 | $665k | 4.1k | 161.21 |
| 2023-03-31 | $639k | 4.2k | 151.76 |
| 2022-12-31 | $591k | 4.1k | 145.07 |
| 2021-06-30 | $208k | 1.4k | 147.73 |
| 2019-06-30 | $258k | 2.2k | 116.37 |
| 2019-03-31 | $248k | 2.2k | 112.52 |
| 2018-12-31 | $233k | 2.3k | 101.00 |
More positions owned by Cedar Brook Financial Partners
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