iShares S&P 500 Value Index shares owned by Dowling & Yahnke, LLC"
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Dowling & Yahnke, LLC"
from 13F filings
Historical chart of Dowling & Yahnke, LLC" investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Dowling & Yahnke, LLC"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $232k | 1.8k | 128.25 |
| 2022-06-30 | $269k | 2.0k | 137.24 |
| 2022-03-31 | $288k | 1.8k | 156.01 |
| 2021-12-31 | $289k | 1.8k | 156.64 |
| 2021-09-30 | $273k | 1.9k | 145.68 |
| 2021-06-30 | $270k | 1.8k | 147.54 |
| 2021-03-31 | $290k | 2.1k | 141.19 |
| 2020-12-31 | $205k | 1.6k | 127.89 |
| 2020-06-30 | $200k | 1.9k | 108.11 |
| 2020-03-31 | $217k | 2.3k | 96.23 |
| 2019-12-31 | $305k | 2.3k | 130.06 |
| 2019-09-30 | $288k | 2.4k | 119.25 |
| 2019-06-30 | $273k | 2.3k | 116.77 |
| 2019-03-31 | $283k | 2.5k | 112.57 |
| 2018-12-31 | $278k | 2.5k | 112.46 |
| 2018-09-30 | $286k | 2.5k | 115.70 |
| 2018-06-30 | $288k | 2.6k | 110.26 |
| 2018-03-31 | $286k | 2.6k | 109.49 |
| 2017-12-31 | $299k | 2.6k | 114.12 |
| 2017-09-30 | $283k | 2.6k | 108.02 |
| 2017-06-30 | $283k | 2.7k | 105.01 |
| 2017-03-31 | $291k | 2.8k | 104.11 |
| 2016-12-31 | $283k | 2.8k | 101.25 |
| 2016-09-30 | $265k | 2.8k | 94.81 |
| 2016-06-30 | $267k | 2.9k | 92.87 |
| 2016-03-31 | $259k | 2.9k | 90.09 |
| 2015-12-31 | $255k | 2.9k | 88.70 |
| 2015-09-30 | $263k | 3.1k | 83.89 |
| 2015-06-30 | $276k | 3.0k | 92.15 |
| 2015-03-31 | $277k | 3.0k | 92.49 |
| 2014-12-31 | $296k | 3.2k | 93.85 |
| 2014-09-30 | $253k | 2.8k | 90.07 |
| 2014-06-30 | $254k | 2.8k | 90.42 |
| 2014-03-31 | $255k | 2.9k | 86.82 |
| 2013-12-31 | $264k | 3.1k | 85.52 |
| 2013-09-30 | $258k | 3.3k | 78.37 |
| 2013-03-31 | $217k | 2.9k | 73.71 |