iShares S&P 500 Value Index shares owned by Koss-Olinger Consulting
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Koss-Olinger Consulting
from 13F filings
Historical chart of Koss-Olinger Consulting investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Koss-Olinger Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 157k | 195.42 |
| 2025-06-30 | $31M | 158k | 195.42 |
| 2025-03-31 | $32M | 170k | 190.58 |
| 2024-12-31 | $33M | 173k | 190.88 |
| 2024-09-30 | $35M | 175k | 197.17 |
| 2024-06-30 | $56M | 307k | 182.01 |
| 2023-09-30 | $42M | 274k | 153.84 |
| 2023-06-30 | $44M | 272k | 161.19 |
| 2023-03-31 | $40M | 266k | 151.76 |
| 2022-12-31 | $36M | 244k | 145.07 |
| 2022-09-30 | $35M | 273k | 128.52 |
| 2022-06-30 | $26M | 187k | 137.46 |
| 2022-03-31 | $21M | 132k | 155.72 |
| 2021-12-31 | $19M | 124k | 156.63 |
| 2021-09-30 | $17M | 120k | 145.42 |
| 2021-06-30 | $2.0M | 14k | 147.62 |
| 2021-03-31 | $2.0M | 14k | 141.24 |