iShares S&P 500 Value Index shares owned by Elm Partners Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Elm Partners Management
from 13F filings
Historical chart of Elm Partners Management 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 Elm Partners Management 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 Elm Partners Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.7k | 206.50 |
| 2025-06-30 | $1.1M | 5.4k | 195.44 |
| 2025-03-31 | $947k | 5.0k | 190.59 |
| 2024-12-31 | $999k | 5.2k | 190.88 |
| 2024-09-30 | $1.0M | 5.2k | 197.17 |
| 2024-06-30 | $952k | 5.2k | 182.01 |
| 2024-03-31 | $977k | 5.2k | 186.81 |