iShares S&P 500 Value Index shares owned by Harrell Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Harrell Investment Partners
from 13F filings
Historical chart of Harrell Investment Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Harrell Investment Partners 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 Harrell Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 1.5k | 206.57 |
| 2025-06-30 | $286k | 1.5k | 195.45 |
| 2025-03-31 | $216k | 1.1k | 190.59 |
| 2024-12-31 | $202k | 1.1k | 190.81 |
| 2024-09-30 | $213k | 1.1k | 197.12 |
| 2021-03-31 | $665k | 4.7k | 141.25 |
More positions owned by Harrell Investment Partners
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