iShares S&P 500 Value Index shares owned by Kennedy Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kennedy Investment Group
from 13F filings
Historical chart of Kennedy Investment Group 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 Kennedy Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Kennedy Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.4k | 186.80 |
| 2023-12-31 | $1.3M | 7.4k | 173.89 |
| 2023-09-30 | $1.1M | 7.4k | 153.84 |
| 2023-06-30 | $1.2M | 7.5k | 161.19 |
| 2023-03-31 | $1.3M | 8.5k | 151.77 |
| 2022-12-31 | $1.3M | 8.8k | 145.06 |