iShares S&P 500 Value Index shares owned by Fountainhead AM
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fountainhead AM
from 13F filings
Historical chart of Fountainhead AM investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Fountainhead AM 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 Fountainhead AM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 1.8k | 206.57 |
| 2025-06-30 | $346k | 1.8k | 195.38 |
| 2025-03-31 | $289k | 1.5k | 190.56 |
| 2024-12-31 | $288k | 1.5k | 190.89 |
| 2024-09-30 | $296k | 1.5k | 197.18 |
| 2024-06-30 | $272k | 1.5k | 181.96 |
| 2024-03-31 | $278k | 1.5k | 186.75 |
| 2023-12-31 | $248k | 1.4k | 173.85 |
| 2023-09-30 | $217k | 1.4k | 153.89 |
| 2023-06-30 | $227k | 1.4k | 161.24 |
| 2023-03-31 | $213k | 1.4k | 151.72 |
| 2022-12-31 | $203k | 1.4k | 145.10 |