iShares S&P 500 Value Index shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $802k | 4.3k | 186.81 |
| 2023-12-31 | $847k | 4.9k | 173.89 |
| 2023-09-30 | $749k | 4.9k | 153.84 |
| 2023-06-30 | $785k | 4.9k | 161.19 |
| 2023-03-31 | $739k | 4.9k | 151.76 |
| 2022-12-31 | $706k | 4.9k | 145.07 |
| 2022-09-30 | $626k | 4.9k | 128.59 |
| 2022-06-30 | $669k | 4.9k | 137.43 |
| 2022-03-31 | $758k | 4.9k | 155.71 |
| 2021-12-31 | $762k | 4.9k | 156.53 |
| 2021-09-30 | $708k | 4.9k | 145.44 |
| 2021-06-30 | $1.9M | 13k | 147.65 |
| 2021-03-31 | $688k | 4.9k | 141.33 |
| 2020-12-31 | $623k | 4.9k | 127.98 |
| 2020-09-30 | $547k | 4.9k | 112.37 |
| 2020-06-30 | $527k | 4.9k | 108.26 |
| 2020-03-31 | $469k | 4.9k | 96.34 |
| 2019-12-31 | $633k | 4.9k | 130.03 |
| 2019-09-30 | $580k | 4.9k | 119.15 |
| 2019-06-30 | $580k | 5.0k | 116.49 |
| 2019-03-31 | $561k | 5.0k | 112.67 |
| 2018-12-31 | $534k | 5.3k | 101.19 |
| 2018-09-30 | $540k | 4.9k | 110.93 |
| 2018-06-30 | $542k | 4.9k | 111.34 |
| 2018-03-31 | $532k | 4.9k | 109.29 |
| 2017-12-31 | $556k | 4.9k | 114.22 |
More positions owned by Personal Resources Investment & Strategic Management
View all positions for Personal Resources Investment & Strategic Management