JT Stratford »

iShares S&P 500 Value Index shares owned by JT Stratford

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by JT Stratford from 13F filings

Historical chart of JT Stratford 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 JT Stratford consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by JT Stratford

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 5.0k 206.51
2025-06-30 $919k 4.7k 195.42
2025-03-31 $931k 4.9k 190.58
2024-12-31 $618k 3.2k 190.88
2024-09-30 $1.0M 5.2k 197.17
2024-06-30 $444k 2.4k 182.01
2024-03-31 $441k 2.4k 186.81