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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Peachtree Investment Partners 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 Peachtree Investment Partners

Quarter filed Position value Share count Share price at filing
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