iShares S&P 500 Value Index shares owned by Freestone Capital Holdings
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Freestone Capital Holdings
from 13F filings
Historical chart of Freestone Capital Holdings investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Freestone Capital Holdings 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 Freestone Capital Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $688k | 3.3k | 206.52 |
| 2025-06-30 | $472k | 2.4k | 195.42 |
| 2025-03-31 | $500k | 2.6k | 190.58 |
| 2024-12-31 | $507k | 2.7k | 190.88 |
| 2024-06-30 | $441k | 2.4k | 182.01 |
| 2024-03-31 | $372k | 2.0k | 186.81 |
| 2023-12-31 | $350k | 2.0k | 173.89 |
| 2023-09-30 | $239k | 1.6k | 153.84 |
| 2023-06-30 | $330k | 2.1k | 161.19 |
| 2023-03-31 | $311k | 2.1k | 151.76 |
| 2022-12-31 | $297k | 2.1k | 145.07 |
| 2022-09-30 | $246k | 1.9k | 128.46 |
| 2022-03-31 | $219k | 1.4k | 155.43 |
| 2021-12-31 | $225k | 1.4k | 156.25 |
| 2021-09-30 | $209k | 1.4k | 145.34 |
| 2021-06-30 | $201k | 1.4k | 147.69 |
| 2021-03-31 | $263k | 1.9k | 141.25 |
| 2020-12-31 | $138k | 1.1k | 127.98 |
| 2020-09-30 | $121k | 1.1k | 112.41 |
More positions owned by Freestone Capital Holdings
View all positions for Freestone Capital Holdings