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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

Tip: Access up to 7 years of quarterly data

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
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