iShares S&P 500 Value Index shares owned by David Vaughan Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by David Vaughan Investments
from 13F filings
Historical chart of David Vaughan Investments 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 David Vaughan Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by David Vaughan Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 1.1k | 206.39 |
| 2025-06-30 | $215k | 1.1k | 195.10 |
| 2025-03-31 | $212k | 1.1k | 190.99 |
| 2024-12-31 | $213k | 1.1k | 190.52 |
| 2024-09-30 | $222k | 1.1k | 197.33 |
| 2024-06-30 | $205k | 1.1k | 181.74 |
| 2024-03-31 | $213k | 1.1k | 187.01 |
| 2023-12-31 | $356k | 2.0k | 174.00 |
| 2023-09-30 | $309k | 2.0k | 153.88 |
| 2023-06-30 | $325k | 2.0k | 161.05 |
| 2023-03-31 | $308k | 2.0k | 151.87 |
| 2022-12-31 | $304k | 2.1k | 145.25 |
| 2022-09-30 | $270k | 2.1k | 128.69 |
| 2022-06-30 | $290k | 2.1k | 137.57 |
| 2022-03-31 | $273k | 1.8k | 155.73 |
| 2021-12-31 | $297k | 1.9k | 156.48 |
| 2021-09-30 | $277k | 1.9k | 145.18 |
| 2021-06-30 | $282k | 1.9k | 147.41 |
| 2021-03-31 | $271k | 1.9k | 141.29 |
| 2020-12-31 | $238k | 1.9k | 128.23 |
| 2019-12-31 | $216k | 1.7k | 129.96 |
| 2019-09-30 | $210k | 1.8k | 119.18 |
| 2019-06-30 | $300k | 2.6k | 116.73 |
| 2019-03-31 | $300k | 2.7k | 112.78 |
| 2018-12-31 | $260k | 2.6k | 101.17 |
| 2018-09-30 | $297k | 2.6k | 115.97 |
| 2018-06-30 | $235k | 2.1k | 109.92 |
| 2018-03-31 | $234k | 2.1k | 109.45 |
| 2017-12-31 | $225k | 2.0k | 114.16 |
| 2017-09-30 | $16k | 10k | 1.60 |
| 2017-06-30 | $207k | 2.0k | 105.02 |
| 2016-12-31 | $210k | 2.1k | 101.50 |
| 2016-09-30 | $206k | 2.2k | 94.93 |