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iShares S&P 500 Value Index shares owned by Corbett Road Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Corbett Road Capital Management from 13F filings

Historical chart of Corbett Road Capital Management 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 Corbett Road Capital Management 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 Corbett Road Capital Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $616k 4.5k 137.47
2022-03-31 $833k 5.4k 155.64
2021-12-31 $803k 5.1k 156.68
2021-09-30 $886k 6.1k 145.46
2021-06-30 $960k 6.5k 147.58
2021-03-31 $1.3M 9.3k 141.20
2020-12-31 $3.4M 27k 128.01
2020-09-30 $3.0M 27k 112.44
2020-06-30 $3.3M 30k 108.20
2020-03-31 $2.7M 28k 96.25
2019-12-31 $2.5M 19k 130.07