iShares S&P 500 Value Index shares owned by Intersect Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Intersect Capital
from 13F filings
Historical chart of Intersect Capital investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Intersect Capital 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 Intersect Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $351k | 2.6k | 137.49 |
| 2022-03-31 | $398k | 2.6k | 155.90 |
| 2021-12-31 | $263k | 1.7k | 156.83 |
| 2021-09-30 | $271k | 1.9k | 145.54 |
| 2021-06-30 | $275k | 1.9k | 147.69 |
| 2021-03-31 | $263k | 1.9k | 141.25 |