iShares S&P 500 Value Index shares owned by CVA Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office 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 CVA Family Office 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 CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $631k | 3.6k | 173.89 |
| 2023-09-30 | $558k | 3.6k | 153.84 |
| 2023-06-30 | $585k | 3.6k | 161.19 |
| 2023-03-31 | $550k | 3.6k | 151.76 |
| 2022-12-31 | $451k | 3.1k | 145.07 |
| 2022-09-30 | $21k | 167 | 125.75 |
| 2022-06-30 | $23k | 167 | 137.72 |
| 2022-03-31 | $26k | 167 | 155.69 |
| 2021-12-31 | $26k | 167 | 155.69 |
| 2021-09-30 | $48k | 424 | 113.21 |
| 2021-06-30 | $25k | 167 | 149.70 |
| 2021-03-31 | $24k | 167 | 143.71 |
| 2020-12-31 | $54k | 424 | 127.36 |
| 2020-09-30 | $48k | 424 | 113.21 |
| 2020-06-30 | $46k | 424 | 108.49 |
| 2020-03-31 | $41k | 424 | 96.70 |