iShares S&P 500 Value Index shares owned by Monetary Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Monetary Management
from 13F filings
Historical chart of Monetary Management 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 Monetary Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Monetary Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $296k | 1.5k | 197.17 |
2024-06-30 | $273k | 1.5k | 182.01 |
2024-03-31 | $280k | 1.5k | 186.81 |
2023-09-30 | $231k | 1.5k | 153.84 |
2023-06-30 | $242k | 1.5k | 161.19 |
2023-03-31 | $228k | 1.5k | 151.76 |
2022-12-31 | $218k | 1.5k | 145.07 |
2022-09-30 | $193k | 1.5k | 128.67 |
2022-06-30 | $206k | 1.5k | 137.33 |
2022-03-31 | $234k | 1.5k | 156.00 |
2021-12-31 | $235k | 1.5k | 156.67 |
2021-09-30 | $218k | 1.5k | 145.33 |
2021-06-30 | $221k | 1.5k | 147.33 |
2021-03-31 | $212k | 1.5k | 141.33 |
2020-12-31 | $192k | 1.5k | 128.00 |
2020-09-30 | $169k | 1.5k | 112.67 |
2020-06-30 | $162k | 1.5k | 108.00 |
2020-03-31 | $110k | 1.1k | 96.32 |
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