iShares S&P 500 Value Index shares owned by HMS Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HMS Capital Management
from 13F filings
Historical chart of HMS Capital Management 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 HMS Capital Management 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 HMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $335k | 1.7k | 197.17 |
| 2024-06-30 | $309k | 1.7k | 182.01 |
| 2024-03-31 | $318k | 1.7k | 186.81 |
| 2023-12-31 | $351k | 2.0k | 173.89 |
| 2023-09-30 | $310k | 2.0k | 153.84 |
| 2023-06-30 | $325k | 2.0k | 161.19 |
| 2023-03-31 | $292k | 1.9k | 151.76 |
| 2022-12-31 | $341k | 2.3k | 145.07 |