iShares S&P 500 Value Index shares owned by Harbour Investments
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Harbour Investments
from 13F filings
Historical chart of Harbour Investments 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 Harbour Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Harbour Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $60M | 283k | 211.15 |
| 2025-12-31 | $8.6M | 41k | 212.07 |
| 2025-09-30 | $8.1M | 39k | 206.51 |
| 2025-06-30 | $10M | 52k | 195.42 |
| 2025-03-31 | $10M | 53k | 190.58 |
| 2024-12-31 | $8.7M | 46k | 190.88 |
| 2024-09-30 | $9.9M | 50k | 197.17 |
| 2024-06-30 | $8.3M | 46k | 182.01 |
| 2024-03-31 | $8.0M | 43k | 186.81 |
| 2023-12-31 | $5.2M | 30k | 173.89 |
| 2023-09-30 | $3.9M | 26k | 153.84 |
| 2023-06-30 | $4.1M | 25k | 161.19 |
| 2023-03-31 | $3.5M | 23k | 151.76 |
| 2022-12-31 | $3.3M | 23k | 145.07 |
| 2022-09-30 | $2.8M | 21k | 137.47 |
| 2022-06-30 | $2.8M | 21k | 137.47 |
| 2021-12-31 | $3.3M | 21k | 156.61 |
| 2021-09-30 | $55M | 381k | 145.42 |
| 2021-06-30 | $55M | 371k | 147.64 |
| 2021-03-31 | $41M | 292k | 141.24 |