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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
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

More positions owned by Michelson Medical Research Foundation

Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
AvalonBay Communities (AVB)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr Ishares Biotech (IBB)
Prologis (PLD)
Alexandria Real Estate Equities (ARE)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Michelson Medical Research Foundation

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