iShares S&P 500 Value Index shares owned by Creekmur Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Creekmur Asset Management
from 13F filings
Historical chart of Creekmur Asset 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 Creekmur Asset 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 Creekmur Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 966 | 206.58 |
| 2025-06-30 | $189k | 966 | 195.51 |
| 2025-03-31 | $223k | 1.2k | 190.57 |
| 2024-12-31 | $234k | 1.2k | 190.95 |
| 2024-09-30 | $241k | 1.2k | 197.22 |
| 2024-06-30 | $233k | 1.3k | 181.99 |
| 2024-03-31 | $351k | 1.9k | 186.83 |
| 2023-12-31 | $607k | 3.5k | 173.88 |