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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Patriot Investment 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 Patriot Investment Management

Quarter filed Position value Share count Share price at filing
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