iShares S&P 500 Value Index shares owned by HoyleCohen
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HoyleCohen
from 13F filings
Historical chart of HoyleCohen investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by HoyleCohen 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 HoyleCohen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $775k | 4.3k | 182.01 |
| 2024-03-31 | $803k | 4.3k | 186.79 |
| 2023-12-31 | $747k | 4.3k | 173.90 |
| 2023-09-30 | $646k | 4.2k | 153.84 |
| 2023-06-30 | $671k | 4.2k | 161.19 |
| 2023-03-31 | $631k | 4.2k | 151.76 |
| 2022-12-31 | $604k | 4.2k | 145.07 |
| 2022-09-30 | $517k | 4.0k | 128.45 |
| 2022-06-30 | $437k | 3.2k | 137.42 |