iShares S&P 500 Value Index shares owned by Retirement Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group 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 Retirement 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 Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $92k | 494 | 186.81 |
| 2023-12-31 | $92k | 529 | 173.89 |
| 2023-09-30 | $81k | 529 | 153.84 |
| 2023-06-30 | $98k | 609 | 161.19 |
| 2023-03-31 | $94k | 619 | 151.86 |
| 2022-12-31 | $90k | 619 | 145.40 |
| 2022-09-30 | $173k | 1.3k | 128.34 |
| 2022-06-30 | $330k | 2.4k | 137.44 |
| 2022-03-31 | $359k | 2.3k | 155.75 |
| 2021-12-31 | $232k | 1.5k | 156.65 |
| 2021-09-30 | $220k | 1.5k | 145.60 |
| 2021-06-30 | $223k | 1.5k | 147.58 |
| 2021-03-31 | $213k | 1.5k | 140.97 |
| 2020-12-31 | $193k | 1.5k | 127.81 |
| 2020-09-30 | $21k | 110 | 190.91 |
| 2020-06-30 | $191k | 1.8k | 108.22 |
| 2019-12-31 | $230k | 1.8k | 130.39 |