iShares S&P 500 Value Index shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments 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 FormulaFolio Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $30k | 202 | 148.51 |
| 2021-03-31 | $30k | 202 | 148.51 |
| 2020-12-31 | $2.2M | 18k | 128.05 |
| 2020-09-30 | $337k | 3.0k | 112.33 |
| 2020-03-31 | $431k | 4.5k | 96.14 |
| 2019-12-31 | $8.6M | 66k | 130.09 |
| 2019-09-30 | $5.4M | 46k | 119.13 |