iShares S&P 500 Value Index shares owned by Durante & Waters
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Durante & Waters
from 13F filings
Historical chart of Durante & Waters 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 Durante & Waters 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 Durante & Waters
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 13k | 206.51 |
| 2025-06-30 | $13M | 65k | 195.42 |
| 2025-03-31 | $14M | 74k | 190.58 |
| 2024-12-31 | $15M | 77k | 190.88 |
| 2024-09-30 | $20M | 102k | 197.17 |
| 2024-06-30 | $19M | 107k | 182.01 |
| 2024-03-31 | $21M | 112k | 186.81 |
| 2023-12-31 | $20M | 116k | 173.89 |