iShares S&P 500 Value Index shares owned by Patriot Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Patriot Investment Management
from 13F filings
Historical chart of Patriot Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Patriot Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 9.2k | 206.51 |
| 2025-06-30 | $1.8M | 9.2k | 195.42 |
| 2025-03-31 | $1.8M | 9.2k | 190.58 |
| 2024-12-31 | $1.8M | 9.3k | 190.88 |
| 2024-09-30 | $1.8M | 9.3k | 197.17 |
| 2024-06-30 | $1.7M | 9.3k | 182.01 |
| 2024-03-31 | $1.7M | 9.3k | 186.81 |
| 2023-12-31 | $1.6M | 9.3k | 173.89 |
| 2023-09-30 | $1.4M | 9.3k | 153.84 |
| 2023-06-30 | $1.5M | 9.3k | 161.19 |
| 2023-03-31 | $1.4M | 9.3k | 151.76 |
| 2022-12-31 | $1.5M | 9.6k | 154.46 |
| 2022-09-30 | $1.3M | 9.9k | 128.51 |
| 2022-06-30 | $1.4M | 9.9k | 137.44 |
| 2022-03-31 | $1.5M | 9.9k | 155.70 |
| 2021-12-31 | $1.5M | 9.7k | 156.56 |
| 2021-09-30 | $1.4M | 9.7k | 145.34 |
| 2021-06-30 | $1.4M | 9.7k | 147.54 |
| 2021-03-31 | $1.4M | 9.7k | 141.17 |
| 2020-12-31 | $270k | 2.1k | 127.96 |
| 2020-09-30 | $1.1M | 9.9k | 112.44 |
| 2020-06-30 | $1.1M | 11k | 108.21 |
| 2020-03-31 | $1.0M | 11k | 96.25 |
| 2019-12-31 | $1.4M | 11k | 130.02 |
| 2019-09-30 | $1.3M | 11k | 116.94 |
| 2019-06-30 | $1.3M | 11k | 116.55 |
| 2019-03-31 | $1.3M | 11k | 112.72 |
More positions owned by Patriot Investment Management
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