iShares S&P 500 Value Index shares owned by Peter F. Mathieson
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Peter F. Mathieson
from 13F filings
Historical chart of Peter F. Mathieson investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Peter F. Mathieson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $320k | 1.8k | 173.89 |
| 2023-12-31 | $320k | 1.8k | 173.89 |
| 2023-09-30 | $283k | 1.8k | 153.84 |
| 2023-06-30 | $297k | 1.8k | 161.19 |
| 2023-03-31 | $280k | 1.8k | 151.76 |
| 2022-12-31 | $267k | 1.8k | 145.07 |
| 2022-09-30 | $237k | 1.8k | 128.66 |
| 2022-06-30 | $253k | 1.8k | 137.35 |
| 2022-03-31 | $287k | 1.8k | 155.81 |
| 2021-12-31 | $289k | 1.8k | 156.89 |
| 2021-09-30 | $268k | 1.8k | 145.49 |
| 2021-06-30 | $272k | 1.8k | 147.67 |
| 2021-03-31 | $260k | 1.8k | 141.15 |
| 2020-12-31 | $236k | 1.8k | 128.12 |
| 2020-09-30 | $207k | 1.8k | 112.38 |
| 2019-12-31 | $240k | 1.8k | 130.29 |
| 2019-09-30 | $219k | 1.8k | 118.89 |
| 2019-06-30 | $215k | 1.8k | 116.72 |
| 2019-03-31 | $208k | 1.8k | 112.92 |
| 2018-09-30 | $228k | 2.0k | 115.91 |
| 2018-06-30 | $264k | 2.4k | 110.28 |
| 2018-03-31 | $267k | 2.4k | 109.47 |
| 2017-12-31 | $279k | 2.4k | 114.39 |
| 2017-09-30 | $263k | 2.4k | 107.83 |
| 2017-06-30 | $256k | 2.4k | 104.96 |
| 2017-03-31 | $254k | 2.4k | 104.14 |
| 2016-12-31 | $247k | 2.4k | 101.27 |
| 2016-06-30 | $352k | 3.8k | 92.70 |