iShares S&P 500 Value Index shares owned by Peachtree Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Peachtree Investment Partners
from 13F filings
Historical chart of Peachtree Investment Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Peachtree Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 58 | 208.14 |
| 2025-06-30 | $11k | 58 | 196.12 |
| 2025-03-31 | $11k | 58 | 190.47 |
| 2024-12-31 | $11k | 58 | 190.02 |
| 2024-09-30 | $11k | 57 | 198.61 |
| 2024-06-30 | $10k | 57 | 182.28 |
| 2024-03-31 | $11k | 57 | 186.21 |
| 2023-12-31 | $9.8k | 57 | 172.56 |
| 2023-09-30 | $8.6k | 56 | 153.82 |
| 2023-06-30 | $9.0k | 56 | 161.18 |
| 2023-03-31 | $8.5k | 56 | 151.23 |
| 2022-12-31 | $8.1k | 56 | 144.57 |
| 2022-09-30 | $9.0k | 71 | 126.76 |
| 2022-06-30 | $10k | 71 | 140.85 |
| 2022-03-31 | $11k | 71 | 154.93 |
| 2021-12-31 | $11k | 71 | 154.93 |
| 2021-09-30 | $10k | 71 | 140.85 |
| 2021-06-30 | $10k | 71 | 140.85 |
| 2021-03-31 | $10k | 71 | 140.85 |
| 2020-12-31 | $9.0k | 71 | 126.76 |
| 2020-09-30 | $8.0k | 71 | 112.68 |
| 2020-06-30 | $8.0k | 71 | 112.68 |
| 2020-03-31 | $3.0k | 35 | 85.71 |
| 2019-12-31 | $14k | 106 | 132.08 |
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