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 csv Download as ExcelQuarterly 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 |