iShares S&P 500 Value Index shares owned by Hazlett, Burt & Watson
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hazlett, Burt & Watson
from 13F filings
Historical chart of Hazlett, Burt & Watson investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Hazlett, Burt & Watson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.7k | 200.00 |
| 2025-06-30 | $1.6M | 7.8k | 200.00 |
| 2025-03-31 | $1.6M | 8.0k | 194.81 |
| 2024-12-31 | $1.4M | 7.2k | 194.81 |
| 2024-09-30 | $703k | 4.0k | 176.47 |
| 2024-06-30 | $603k | 3.4k | 176.47 |
| 2024-03-31 | $344k | 1.8k | 186.21 |
| 2023-12-31 | $392k | 2.3k | 172.41 |
| 2023-09-30 | $272k | 1.8k | 155.17 |
| 2023-06-30 | $225k | 1.4k | 162.07 |
| 2023-03-31 | $196k | 1.3k | 151.72 |
| 2022-12-31 | $208k | 1.3k | 161.29 |
| 2022-09-30 | $165k | 1.3k | 127.59 |
| 2022-06-30 | $162k | 1.3k | 129.03 |
| 2022-03-31 | $195k | 1.3k | 155.17 |