Financial Enhancement »

iShares S&P 500 Value Index shares owned by Financial Enhancement

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Enhancement from 13F filings

Historical chart of Financial Enhancement 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 Financial Enhancement consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Financial Enhancement

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.7M 51k 171.09
2023-09-30 $5.8M 38k 155.16
2023-06-30 $6.2M 38k 164.40
2023-03-31 $6.0M 40k 150.22
2022-12-31 $7.0M 45k 156.17
2022-09-30 $6.6M 51k 128.53
2022-06-30 $8.4M 61k 137.47
2022-03-31 $8.0M 52k 155.72
2020-06-30 $1.6M 15k 108.21