iShares S&P 500 Value Index shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $585k | 3.0k | 197.17 |
| 2024-06-30 | $542k | 3.0k | 182.01 |
| 2024-03-31 | $515k | 2.8k | 184.23 |
| 2023-12-31 | $488k | 2.8k | 174.62 |
| 2023-09-30 | $432k | 2.8k | 154.68 |
| 2023-06-30 | $453k | 2.8k | 162.35 |
| 2022-12-31 | $417k | 2.8k | 149.39 |
| 2022-09-30 | $1.2M | 8.3k | 139.49 |
| 2022-06-30 | $1.3M | 9.2k | 137.62 |
| 2022-03-31 | $1.5M | 9.2k | 157.42 |
| 2021-12-31 | $1.4M | 8.9k | 158.87 |
| 2021-09-30 | $1.4M | 8.9k | 153.49 |
| 2021-06-30 | $1.3M | 8.9k | 146.54 |
| 2021-03-31 | $1.3M | 8.9k | 146.32 |
| 2020-12-31 | $1.2M | 8.9k | 131.63 |