Morgan Dempsey Capital Management »

iShares S&P 500 Value Index shares owned by Morgan Dempsey Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Morgan Dempsey Capital Management from 13F filings

Historical chart of Morgan Dempsey Capital 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 Morgan Dempsey Capital 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 Morgan Dempsey Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 280 206.51
2025-06-30 $55k 280 195.42

More positions owned by Morgan Dempsey Capital Management

Citigroup Com New (C)
At&t (T)
Wec Energy Group Call Option (WEC)
Cisco Systems (CSCO)
Entergy Corporation Call Option (ETR)
Exxon Mobil Corporation Call Option (XOM)
General Dynamics Corporation (GD)
Wells Fargo & Company Call Option (WFC)
International Business Machines (IBM)
Lockheed Martin Corporation (LMT)
Chevron Corporation (CVX)
Pembina Pipeline Corp (PBA)
Medtronic SHS (MDT)
Cummins (CMI)
Coca-Cola Company Call Option (KO)

View all positions for Morgan Dempsey Capital Management

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