iShares S&P 500 Value Index shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 18k | 212.07 |
| 2025-09-30 | $3.8M | 19k | 206.51 |
| 2025-06-30 | $3.8M | 19k | 195.42 |
| 2025-03-31 | $655k | 3.4k | 190.58 |
| 2024-12-31 | $563k | 3.0k | 190.91 |
| 2024-09-30 | $614k | 3.1k | 197.17 |
| 2024-06-30 | $577k | 3.2k | 182.04 |
| 2024-03-31 | $536k | 2.9k | 186.84 |
| 2023-12-31 | $525k | 3.0k | 173.90 |
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