iShares S&P 500 Value Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Disciplined Investments 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 Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $620k | 3.1k | 197.15 |
| 2024-06-30 | $548k | 3.0k | 181.99 |
| 2024-03-31 | $562k | 3.0k | 186.79 |
| 2023-12-31 | $487k | 2.8k | 173.87 |
| 2023-09-30 | $431k | 2.8k | 153.83 |
| 2023-06-30 | $616k | 3.8k | 161.18 |
| 2023-03-31 | $798k | 5.3k | 151.76 |
| 2022-12-31 | $763k | 5.3k | 145.07 |
| 2022-09-30 | $745k | 5.8k | 128.56 |
| 2022-06-30 | $789k | 5.7k | 137.55 |
| 2022-03-31 | $854k | 5.5k | 155.81 |
| 2021-12-31 | $816k | 5.2k | 156.62 |
| 2021-09-30 | $785k | 5.4k | 145.48 |
| 2021-06-30 | $796k | 5.4k | 147.57 |
| 2021-03-31 | $741k | 5.3k | 141.14 |
| 2020-12-31 | $664k | 5.2k | 128.04 |
| 2020-09-30 | $531k | 4.7k | 112.40 |
| 2020-06-30 | $511k | 4.7k | 108.19 |
| 2020-03-31 | $446k | 4.6k | 96.18 |
| 2019-12-31 | $782k | 6.0k | 130.16 |