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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

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Value ($)Share countHistorical IVE position of Monetary Management Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Value Index held by Monetary 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 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