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iShares S&P 500 Value Index shares owned by Kraft, Davis & Associates

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kraft, Davis & Associates from 13F filings

Historical chart of Kraft, Davis & Associates 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 Kraft, Davis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Kraft, Davis & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $458k 2.3k 195.25
2024-06-30 $487k 2.6k 189.54
2024-03-31 $431k 2.3k 183.97
2023-12-31 $409k 2.3k 174.47
2023-09-30 $394k 2.6k 150.53
2023-06-30 $428k 2.6k 163.53
2022-12-31 $408k 2.6k 155.61