iShares S&P 500 Value Index shares owned by Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Investment Partners
from 13F filings
Historical chart of Investment Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 24k | 197.17 |
| 2024-03-31 | $4.5M | 24k | 186.81 |
| 2023-12-31 | $4.2M | 24k | 173.89 |
| 2023-09-30 | $3.7M | 24k | 153.84 |
| 2023-06-30 | $3.9M | 24k | 161.19 |
| 2023-03-31 | $3.7M | 25k | 151.76 |
| 2022-12-31 | $3.6M | 25k | 145.07 |
| 2022-09-30 | $3.6M | 28k | 128.54 |
| 2022-06-30 | $3.3M | 24k | 137.47 |
| 2022-03-31 | $3.7M | 24k | 155.71 |
| 2021-12-31 | $3.7M | 24k | 156.63 |
| 2021-09-30 | $3.5M | 24k | 145.43 |
| 2021-06-30 | $3.4M | 23k | 147.63 |
| 2021-03-31 | $3.3M | 23k | 141.26 |
| 2020-12-31 | $2.3M | 18k | 128.02 |
| 2020-09-30 | $2.0M | 18k | 112.42 |
| 2020-06-30 | $1.9M | 18k | 108.22 |
| 2020-03-31 | $1.7M | 17k | 96.25 |
| 2019-12-31 | $1.8M | 14k | 130.11 |
| 2019-09-30 | $1.6M | 14k | 119.16 |
| 2019-06-30 | $1.6M | 14k | 116.55 |
| 2019-03-31 | $1.5M | 14k | 112.78 |
| 2018-12-31 | $1.4M | 14k | 101.14 |
| 2018-09-30 | $116k | 14k | 8.55 |
| 2018-06-30 | $1.5M | 14k | 110.16 |
| 2018-03-31 | $1.6M | 15k | 109.31 |
| 2017-12-31 | $1.8M | 15k | 114.25 |
| 2017-09-30 | $1.7M | 15k | 107.93 |
| 2017-06-30 | $1.6M | 15k | 104.93 |
| 2017-03-31 | $1.6M | 15k | 104.02 |
| 2016-12-31 | $1.6M | 16k | 101.38 |
| 2016-09-30 | $1.6M | 17k | 94.95 |
| 2016-06-30 | $1.4M | 16k | 92.92 |
| 2016-03-31 | $1.2M | 14k | 88.50 |
| 2015-12-31 | $1.1M | 12k | 88.55 |
| 2015-09-30 | $1.0M | 12k | 84.21 |
| 2015-06-30 | $1.2M | 13k | 92.28 |
| 2015-03-31 | $1.2M | 13k | 92.54 |
| 2014-12-31 | $1.2M | 13k | 93.78 |