iShares S&P 500 Value Index shares owned by DBK Financial Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by DBK Financial Counsel
from 13F filings
Historical chart of DBK Financial Counsel 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 DBK Financial Counsel 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 DBK Financial Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.3k | 206.51 |
| 2025-06-30 | $1.2M | 6.3k | 195.42 |
| 2025-03-31 | $1.2M | 6.3k | 190.58 |
| 2024-12-31 | $520k | 2.7k | 190.88 |
| 2024-09-30 | $537k | 2.7k | 197.17 |
| 2024-06-30 | $507k | 2.8k | 182.01 |
| 2024-03-31 | $530k | 2.8k | 186.81 |
| 2023-12-31 | $568k | 3.3k | 173.89 |
| 2023-09-30 | $502k | 3.3k | 153.84 |
| 2023-06-30 | $526k | 3.3k | 161.19 |
| 2023-03-31 | $495k | 3.3k | 151.76 |
| 2022-12-31 | $493k | 3.4k | 145.04 |
| 2022-09-30 | $437k | 3.4k | 128.57 |
| 2022-06-30 | $467k | 3.4k | 137.39 |
| 2022-03-31 | $529k | 3.4k | 155.63 |
| 2021-12-31 | $532k | 3.4k | 156.52 |