iShares S&P 500 Value Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company 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 Middleton & Company 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 Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $372k | 2.0k | 190.88 |
| 2024-09-30 | $355k | 1.8k | 197.17 |
| 2024-06-30 | $319k | 1.8k | 182.01 |
| 2024-03-31 | $308k | 1.7k | 186.81 |
| 2022-03-31 | $202k | 1.3k | 155.38 |
| 2021-12-31 | $204k | 1.3k | 156.92 |