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iShares S&P 500 Value Index shares owned by Michelson Medical Research Foundation

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Michelson Medical Research Foundation from 13F filings

Historical chart of Michelson Medical Research Foundation 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 Michelson Medical Research Foundation 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 Michelson Medical Research Foundation

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 52k 197.17
2024-06-30 $9.4M 52k 182.01
2024-03-31 $9.7M 52k 186.81
2023-12-31 $9.0M 52k 173.89
2023-09-30 $8.0M 52k 153.84
2023-06-30 $8.4M 52k 161.19
2023-03-31 $7.9M 52k 151.76
2022-12-31 $14M 93k 145.07