iShares S&P 500 Value Index shares owned by Mitchell Mcleod Pugh & Williams
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mitchell Mcleod Pugh & Williams
from 13F filings
Historical chart of Mitchell Mcleod Pugh & Williams investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Mitchell Mcleod Pugh & Williams
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 1.7k | 210.67 |
| 2025-06-30 | $325k | 1.7k | 195.42 |
| 2025-03-31 | $317k | 1.7k | 190.58 |
| 2024-12-31 | $319k | 1.7k | 190.88 |
| 2024-09-30 | $330k | 1.7k | 197.17 |
| 2024-06-30 | $404k | 2.2k | 182.01 |
| 2024-03-31 | $323k | 1.7k | 186.81 |
| 2023-12-31 | $303k | 1.7k | 173.89 |
| 2023-09-30 | $288k | 1.9k | 153.84 |
| 2023-06-30 | $302k | 1.9k | 161.19 |
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