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
Download as csv Download as ExcelQuarterly 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 |
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