iShares S&P 500 Value Index shares owned by Keel Point
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $618k | 2.9k | 211.17 |
| 2025-12-31 | $612k | 2.9k | 212.10 |
| 2023-03-31 | $2.4M | 16k | 151.76 |
| 2022-12-31 | $3.4M | 23k | 145.07 |
| 2022-09-30 | $3.0M | 23k | 128.53 |
| 2022-06-30 | $4.1M | 28k | 147.13 |
| 2022-03-31 | $4.3M | 28k | 155.70 |
| 2021-12-31 | $5.9M | 38k | 156.63 |
| 2021-09-30 | $5.9M | 40k | 145.42 |
| 2021-06-30 | $6.4M | 43k | 147.64 |
| 2021-03-31 | $6.5M | 46k | 141.23 |
| 2020-12-31 | $5.9M | 46k | 128.01 |
| 2020-09-30 | $5.3M | 47k | 112.45 |
| 2020-06-30 | $572k | 5.3k | 108.23 |
| 2020-03-31 | $917k | 9.5k | 96.26 |
| 2019-12-31 | $1.4M | 11k | 130.11 |
| 2019-09-30 | $1.2M | 9.8k | 119.09 |
| 2019-06-30 | $1.2M | 9.9k | 116.52 |
| 2019-03-31 | $1.2M | 10k | 112.78 |
| 2018-12-31 | $813k | 8.0k | 101.09 |
| 2018-09-30 | $839k | 7.2k | 115.79 |