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iShares S&P 500 Value Index shares owned by Fairview Capital Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fairview Capital Investment Management from 13F filings

Historical chart of Fairview Capital Investment 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 Fairview Capital Investment 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 Fairview Capital Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $260k 1.4k 182.11
2024-03-31 $267k 1.4k 186.92
2023-09-30 $227k 1.5k 153.93
2023-06-30 $238k 1.5k 161.28
2023-03-31 $225k 1.5k 151.84
2022-12-31 $226k 1.6k 145.15