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iShares S&P 500 Value Index shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 5.9k 197.17
2024-06-30 $1.0M 5.7k 182.01
2024-03-31 $917k 4.9k 186.81
2023-12-31 $34k 196 173.89
2023-09-30 $81k 525 153.70
2023-06-30 $84k 521 161.04
2023-03-31 $79k 520 151.75
2022-12-31 $98k 676 145.01
2022-09-30 $92k 715 128.67
2022-06-30 $174k 1.3k 137.66
2022-03-31 $202k 1.3k 155.38
2021-12-31 $208k 1.3k 156.63
2021-09-30 $203k 1.4k 145.73
2021-06-30 $196k 1.3k 147.26
2021-03-31 $200k 1.4k 141.14
2020-12-31 $175k 1.4k 127.83
2020-09-30 $134k 1.2k 112.51
2020-06-30 $107k 989 108.19
2020-03-31 $20k 204 98.04
2019-12-31 $543k 4.2k 130.53
2019-09-30 $486k 4.2k 115.41
2019-06-30 $516k 4.4k 117.70
2019-03-31 $502k 4.5k 112.71
2018-12-31 $82k 811 101.11
2018-09-30 $111k 962 115.38
2018-06-30 $141k 1.3k 110.16
2018-03-31 $132k 1.2k 109.00
2017-12-31 $135k 1.2k 113.92
2017-09-30 $155k 1.4k 107.94
2017-06-30 $191k 1.8k 104.66
2017-03-31 $190k 1.8k 104.11
2016-12-31 $188k 1.9k 101.46