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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
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