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iShares S&P 500 Value Index shares owned by High Falls Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by High Falls Advisors from 13F filings

Historical chart of High Falls Advisors 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 High Falls Advisors 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 High Falls Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 74k 197.17
2024-06-30 $14M 74k 182.01
2024-03-31 $14M 72k 186.81
2023-06-30 $205k 1.3k 161.15
2022-12-31 $219k 1.5k 145.09