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iShares S&P 500 Value Index shares owned by CPCM

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

Historical chart of CPCM 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 CPCM 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 CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $241k 1.9k 128.46
2022-03-31 $292k 1.9k 155.65
2016-09-30 $235k 2.5k 95.14
2016-06-30 $267k 2.9k 92.74
2016-03-31 $259k 2.9k 89.96
2015-12-31 $321k 3.6k 88.53
2015-09-30 $305k 3.6k 84.11
2015-06-30 $334k 3.6k 92.11
2015-03-31 $334k 3.6k 92.44
2014-12-31 $306k 3.3k 93.84
2014-09-30 $200k 2.2k 90.01