iShares S&P 500 Value Index shares owned by KRS Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by KRS Capital Management
from 13F filings
Historical chart of KRS Capital Management 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 KRS Capital Management 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 KRS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $317k | 1.5k | 212.07 |
| 2025-09-30 | $309k | 1.5k | 206.51 |
| 2025-06-30 | $292k | 1.5k | 195.42 |
| 2025-03-31 | $285k | 1.5k | 190.58 |
| 2024-12-31 | $285k | 1.5k | 190.88 |
| 2024-09-30 | $295k | 1.5k | 197.17 |
| 2024-06-30 | $272k | 1.5k | 182.01 |
| 2024-03-31 | $279k | 1.5k | 186.81 |
| 2023-12-31 | $260k | 1.5k | 173.89 |
| 2023-09-30 | $230k | 1.5k | 153.84 |
| 2023-06-30 | $241k | 1.5k | 161.19 |
| 2023-03-31 | $227k | 1.5k | 151.76 |
| 2022-12-31 | $217k | 1.5k | 145.07 |
| 2022-06-30 | $205k | 1.5k | 137.12 |
| 2022-03-31 | $232k | 1.5k | 155.18 |
| 2021-12-31 | $234k | 1.5k | 156.52 |