iShares S&P 500 Value Index shares owned by Garde Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Garde Capital
from 13F filings
Historical chart of Garde Capital investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Garde 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 Garde Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.2M | 16k | 195.42 |
| 2025-03-31 | $3.4M | 18k | 190.58 |
| 2024-12-31 | $3.5M | 18k | 190.86 |
| 2024-09-30 | $3.6M | 18k | 197.16 |
| 2024-06-30 | $3.3M | 18k | 182.02 |
| 2024-03-31 | $3.4M | 18k | 186.77 |
| 2023-12-31 | $3.3M | 19k | 173.87 |
| 2023-09-30 | $2.8M | 18k | 153.84 |
| 2023-06-30 | $2.3M | 14k | 161.19 |
| 2014-09-30 | $856k | 9.5k | 90.11 |