iShares S&P 500 Value Index shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by InterOcean Capital Group 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 InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $635k | 3.6k | 173.89 |
| 2023-09-30 | $795k | 5.2k | 153.84 |
| 2023-06-30 | $876k | 5.4k | 161.19 |
| 2023-03-31 | $857k | 5.6k | 151.76 |
| 2022-12-31 | $752k | 5.2k | 145.07 |
| 2022-09-30 | $667k | 5.2k | 128.62 |
| 2022-06-30 | $1.3M | 9.7k | 137.41 |
| 2022-03-31 | $299k | 1.9k | 155.81 |
| 2021-12-31 | $301k | 1.9k | 156.85 |
| 2021-09-30 | $279k | 1.9k | 145.39 |
| 2021-06-30 | $283k | 1.9k | 147.47 |
| 2021-03-31 | $271k | 1.9k | 141.22 |
| 2020-12-31 | $246k | 1.9k | 128.19 |