iShares S&P 500 Value Index shares owned by Mid Atlantic Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mid Atlantic Financial Management
from 13F filings
Historical chart of Mid Atlantic Financial Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Mid Atlantic Financial 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 Mid Atlantic Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $1.3M | 8.9k | 145.46 |
| 2021-06-30 | $1.4M | 9.3k | 147.61 |
| 2021-03-31 | $1.2M | 8.6k | 141.26 |
| 2020-12-31 | $546k | 4.3k | 128.05 |
| 2020-09-30 | $370k | 3.1k | 120.99 |
| 2020-06-30 | $252k | 2.3k | 108.25 |
| 2020-03-31 | $1.1M | 12k | 96.23 |
| 2019-12-31 | $2.3M | 18k | 130.08 |
| 2019-09-30 | $563k | 4.7k | 119.03 |
| 2019-06-30 | $1.2M | 10k | 116.58 |
| 2019-03-31 | $1.3M | 12k | 112.73 |
| 2018-12-31 | $2.3M | 23k | 101.13 |
More positions owned by Mid Atlantic Financial Management
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