iShares S&P 500 Value Index shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Howe and Rusling 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 Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2k | 6 | 197.33 |
| 2020-06-30 | $127k | 1.2k | 108.55 |
| 2020-03-31 | $113k | 1.2k | 96.58 |
| 2019-12-31 | $152k | 1.2k | 129.91 |
| 2019-09-30 | $139k | 1.2k | 118.80 |
| 2019-06-30 | $136k | 1.2k | 116.24 |
| 2019-03-31 | $68k | 604 | 112.58 |
| 2016-09-30 | $36k | 383 | 93.99 |
| 2016-06-30 | $36k | 383 | 93.99 |
| 2016-03-31 | $32k | 358 | 89.39 |