iShares S&P 500 Value Index shares owned by Interchange Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Interchange Capital Partners
from 13F filings
Historical chart of Interchange Capital Partners 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 Interchange Capital Partners 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 Interchange Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.9M | 18k | 212.02 |
| 2025-09-30 | $3.2M | 15k | 206.52 |
| 2025-06-30 | $2.5M | 13k | 194.71 |
| 2025-03-31 | $2.1M | 11k | 190.58 |
| 2024-12-31 | $1.5M | 7.6k | 190.88 |
| 2024-09-30 | $1.4M | 7.3k | 197.17 |
| 2024-06-30 | $1.4M | 7.5k | 182.01 |
| 2024-03-31 | $1.3M | 6.9k | 187.74 |
| 2020-12-31 | $25k | 198 | 126.26 |
More positions owned by Interchange Capital Partners
View all positions for Interchange Capital Partners