iShares S&P 500 Value Index shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Retirement Income Solutions 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 Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 11k | 197.17 |
| 2024-06-30 | $2.0M | 11k | 182.01 |
| 2024-03-31 | $2.6M | 14k | 186.81 |
| 2023-12-31 | $2.4M | 14k | 173.89 |
| 2023-09-30 | $2.4M | 15k | 153.84 |
| 2023-06-30 | $2.5M | 15k | 161.19 |
| 2023-03-31 | $2.3M | 15k | 151.76 |
| 2022-12-31 | $2.3M | 16k | 145.07 |
| 2022-09-30 | $2.1M | 16k | 130.27 |
| 2022-06-30 | $2.4M | 18k | 137.46 |
| 2022-03-31 | $2.4M | 15k | 155.71 |
| 2021-12-31 | $2.2M | 14k | 156.60 |
| 2021-09-30 | $2.5M | 17k | 145.39 |
| 2021-06-30 | $2.5M | 17k | 147.63 |
| 2021-03-31 | $1.7M | 12k | 141.21 |
| 2020-12-31 | $1.5M | 12k | 128.05 |
| 2020-09-30 | $1.4M | 12k | 112.49 |
| 2020-06-30 | $1.3M | 12k | 108.19 |
| 2020-03-31 | $412k | 4.3k | 96.35 |
| 2019-12-31 | $556k | 4.3k | 130.03 |
| 2019-09-30 | $426k | 3.6k | 119.13 |
| 2019-06-30 | $417k | 3.6k | 116.61 |
| 2019-03-31 | $466k | 4.1k | 112.70 |
| 2018-12-31 | $427k | 4.2k | 101.11 |
| 2018-09-30 | $438k | 3.8k | 115.81 |
| 2018-06-30 | $417k | 3.8k | 110.26 |
| 2018-03-31 | $329k | 3.0k | 109.41 |
More positions owned by Retirement Income Solutions
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