iShares S&P 500 Value Index shares owned by Epstein & White Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Epstein & White Financial 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 Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $330k | 2.3k | 145.37 |
| 2021-03-31 | $317k | 2.3k | 138.61 |
| 2020-12-31 | $310k | 2.5k | 126.27 |
| 2020-09-30 | $296k | 2.7k | 111.40 |
| 2020-06-30 | $323k | 3.0k | 106.64 |
| 2020-03-31 | $631k | 6.7k | 94.87 |
| 2019-12-31 | $3.1M | 24k | 129.91 |
| 2019-09-30 | $11M | 94k | 118.84 |
| 2019-06-30 | $11M | 98k | 115.48 |
| 2019-03-31 | $12M | 105k | 112.63 |
| 2018-12-31 | $16M | 156k | 101.30 |
| 2018-09-30 | $23M | 194k | 115.80 |
| 2018-06-30 | $30M | 270k | 110.12 |