iShares S&P 500 Value Index shares owned by Regatta Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Regatta Capital Group
from 13F filings
Historical chart of Regatta Capital Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Regatta Capital Group 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 Regatta Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 2.1k | 206.52 |
| 2025-06-30 | $472k | 2.4k | 195.45 |
| 2025-03-31 | $455k | 2.4k | 190.57 |
| 2024-12-31 | $453k | 2.4k | 190.87 |
| 2024-09-30 | $470k | 2.4k | 197.16 |
| 2024-06-30 | $431k | 2.4k | 182.00 |
| 2024-03-31 | $442k | 2.4k | 186.80 |
| 2023-12-31 | $412k | 2.4k | 173.92 |
| 2023-09-30 | $361k | 2.3k | 153.85 |
| 2023-06-30 | $452k | 2.8k | 161.20 |
| 2023-03-31 | $394k | 2.7k | 145.08 |
| 2022-12-31 | $394k | 2.7k | 145.08 |
| 2022-09-30 | $319k | 2.3k | 137.32 |
| 2022-06-30 | $280k | 2.0k | 137.66 |
| 2022-03-31 | $317k | 2.0k | 155.85 |
| 2021-12-31 | $360k | 2.3k | 156.79 |