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
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Fairview Capital Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 1.4k | 206.63 |
| 2025-06-30 | $279k | 1.4k | 195.53 |
| 2025-03-31 | $272k | 1.4k | 190.69 |
| 2024-12-31 | $275k | 1.4k | 190.99 |
| 2024-09-30 | $282k | 1.4k | 197.28 |
| 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 |
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