iShares S&P 500 Value Index shares owned by Magnolia Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Magnolia Capital Management
from 13F filings
Historical chart of Magnolia Capital Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Magnolia 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 Magnolia Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 4.4k | 206.54 |
| 2025-06-30 | $1.3M | 6.5k | 195.36 |
| 2025-03-31 | $1.4M | 7.3k | 190.56 |
| 2024-12-31 | $1.4M | 7.2k | 190.87 |
| 2024-09-30 | $1.5M | 7.6k | 197.22 |
| 2024-06-30 | $1.3M | 7.3k | 182.05 |
| 2024-03-31 | $1.4M | 7.4k | 186.83 |
| 2023-12-31 | $1.4M | 8.3k | 173.92 |
More positions owned by Magnolia Capital Management
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