iShares S&P 500 Value Index shares owned by Courage Miller Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Courage Miller Partners
from 13F filings
Historical chart of Courage Miller Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Courage Miller Partners 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 Courage Miller Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 1.5k | 206.51 |
| 2025-06-30 | $304k | 1.6k | 195.42 |
| 2025-03-31 | $296k | 1.6k | 190.58 |
| 2024-12-31 | $297k | 1.6k | 190.88 |
| 2024-09-30 | $307k | 1.6k | 197.17 |
| 2024-06-30 | $285k | 1.6k | 182.01 |
| 2024-03-31 | $293k | 1.6k | 186.81 |
| 2023-12-31 | $273k | 1.6k | 173.89 |
| 2023-09-30 | $296k | 1.9k | 153.84 |
| 2023-06-30 | $316k | 2.0k | 161.19 |
| 2023-03-31 | $297k | 2.0k | 151.76 |
| 2022-12-31 | $287k | 2.0k | 145.07 |
| 2022-09-30 | $263k | 2.0k | 128.36 |
| 2022-06-30 | $282k | 2.0k | 137.63 |
| 2022-03-31 | $306k | 2.0k | 155.80 |
| 2021-12-31 | $268k | 1.7k | 156.63 |
| 2021-09-30 | $238k | 1.6k | 145.48 |
| 2021-06-30 | $231k | 1.6k | 147.42 |
| 2021-03-31 | $200k | 1.4k | 141.04 |
| 2016-12-31 | $203k | 2.0k | 101.20 |
| 2016-03-31 | $231k | 2.6k | 89.99 |
| 2015-12-31 | $228k | 2.6k | 88.61 |
| 2014-09-30 | $4.8M | 53k | 90.08 |
| 2014-06-30 | $4.7M | 52k | 90.28 |
| 2014-03-31 | $4.6M | 53k | 86.89 |
| 2013-12-31 | $4.2M | 49k | 85.45 |
| 2013-09-30 | $4.0M | 51k | 78.32 |
| 2013-06-30 | $3.6M | 48k | 75.76 |