iShares S&P 500 Value Index shares owned by Fort Pitt Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fort Pitt Capital
from 13F filings
Historical chart of Fort Pitt Capital investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Fort Pitt Capital 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 Fort Pitt Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $223k | 1.2k | 186.81 |
| 2023-12-31 | $230k | 1.3k | 173.89 |
| 2023-09-30 | $215k | 1.4k | 153.84 |
| 2023-06-30 | $213k | 1.3k | 161.19 |
| 2023-03-31 | $201k | 1.3k | 151.76 |
| 2022-12-31 | $214k | 1.5k | 145.07 |
| 2022-06-30 | $204k | 1.5k | 137.47 |
| 2022-03-31 | $231k | 1.5k | 155.66 |
| 2021-12-31 | $232k | 1.5k | 156.33 |
| 2021-09-30 | $216k | 1.5k | 145.55 |
| 2021-06-30 | $219k | 1.5k | 147.57 |