iShares S&P 500 Value Index shares owned by Davis Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Davis Capital Management
from 13F filings
Historical chart of Davis Capital 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 Davis Capital Management 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 Davis Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $21k | 112 | 185.67 |
2023-12-31 | $20k | 112 | 173.89 |