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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Quarterly reported holdings in iShares S&P 500 Value Index by Monetary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Monetary Management
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