iShares S&P 500 Value Index shares owned by Marino, Stram & Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Marino, Stram & Associates
from 13F filings
Historical chart of Marino, Stram & Associates investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Marino, Stram & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.1k | 206.52 |
| 2025-06-30 | $905k | 4.6k | 195.44 |
| 2025-03-31 | $845k | 4.4k | 190.58 |
| 2024-12-31 | $845k | 4.4k | 190.88 |
| 2024-09-30 | $882k | 4.5k | 197.18 |
| 2024-06-30 | $814k | 4.5k | 182.03 |
| 2024-03-31 | $853k | 4.6k | 186.81 |
| 2023-12-31 | $774k | 4.5k | 173.90 |
| 2023-09-30 | $651k | 4.2k | 153.83 |
| 2023-06-30 | $706k | 4.4k | 161.18 |
| 2023-03-31 | $664k | 4.4k | 151.77 |
| 2022-12-31 | $939k | 6.5k | 145.08 |
| 2022-09-30 | $831k | 6.5k | 128.44 |
| 2022-06-30 | $889k | 6.5k | 137.42 |
| 2022-03-31 | $1.0M | 6.5k | 155.69 |
| 2021-12-31 | $986k | 6.3k | 156.66 |
| 2021-09-30 | $915k | 6.3k | 145.38 |
| 2021-06-30 | $1.4M | 9.2k | 147.67 |
| 2021-03-31 | $849k | 6.0k | 141.24 |
| 2020-12-31 | $820k | 6.4k | 128.01 |
| 2020-09-30 | $793k | 7.1k | 112.40 |
| 2020-06-30 | $782k | 7.2k | 108.15 |
| 2020-03-31 | $780k | 8.1k | 96.25 |
| 2019-12-31 | $1.3M | 9.9k | 130.14 |
| 2019-09-30 | $1.3M | 11k | 119.13 |
| 2019-06-30 | $1.4M | 12k | 116.57 |
| 2019-03-31 | $1.3M | 11k | 112.73 |
| 2018-12-31 | $1.2M | 12k | 101.18 |
| 2018-09-30 | $1.3M | 11k | 115.81 |
| 2018-06-30 | $1.2M | 11k | 110.16 |
| 2018-03-31 | $1.2M | 11k | 109.36 |
| 2017-12-31 | $1.3M | 11k | 114.25 |
More positions owned by Marino, Stram & Associates
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