iShares S&P 500 Value Index shares owned by Delta Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Delta Investment Management
from 13F filings
Historical chart of Delta Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Delta Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $289k | 1.5k | 197.13 |
| 2024-03-31 | $217k | 1.2k | 186.80 |
| 2023-12-31 | $4.6M | 27k | 173.89 |
| 2023-09-30 | $4.2M | 27k | 153.84 |
| 2023-06-30 | $3.5M | 22k | 161.19 |
| 2023-03-31 | $3.3M | 22k | 151.76 |
| 2022-12-31 | $14M | 94k | 145.07 |
| 2022-09-30 | $2.9M | 22k | 128.52 |
| 2022-06-30 | $3.0M | 22k | 137.45 |
| 2022-03-31 | $12M | 79k | 155.72 |
| 2021-06-30 | $11M | 73k | 147.64 |
| 2021-03-31 | $11M | 75k | 141.25 |
More positions owned by Delta Investment Management
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