iShares S&P 500 Value Index shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners 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 Kmg Fiduciary Partners 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 Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 73k | 186.81 |
| 2023-12-31 | $13M | 72k | 173.89 |
| 2023-09-30 | $1.9M | 12k | 153.84 |
| 2023-06-30 | $2.0M | 12k | 161.19 |
| 2023-03-31 | $204k | 1.3k | 151.76 |
| 2022-12-31 | $3.4M | 24k | 145.07 |