iShares S&P 500 Value Index shares owned by Rice Partnership
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rice Partnership
from 13F filings
Historical chart of Rice Partnership investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Rice Partnership
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79k | 382 | 206.51 |
| 2025-06-30 | $57k | 292 | 195.42 |
| 2025-03-31 | $56k | 292 | 190.58 |
| 2024-12-31 | $56k | 292 | 190.88 |
| 2024-09-30 | $58k | 292 | 197.17 |
| 2024-06-30 | $53k | 292 | 182.01 |
| 2024-03-31 | $55k | 292 | 186.81 |
| 2023-12-31 | $51k | 292 | 173.89 |
| 2023-09-30 | $45k | 292 | 153.84 |
| 2023-06-30 | $47k | 292 | 161.19 |
| 2023-03-31 | $44k | 292 | 151.76 |
| 2022-12-31 | $42k | 292 | 145.07 |
| 2022-09-30 | $38k | 292 | 130.14 |
| 2022-06-30 | $40k | 292 | 136.99 |
| 2022-03-31 | $45k | 292 | 154.11 |
| 2021-12-31 | $46k | 292 | 157.53 |
| 2021-09-30 | $42k | 292 | 143.84 |
| 2021-06-30 | $43k | 292 | 147.26 |
| 2021-03-31 | $41k | 292 | 140.41 |
| 2020-12-31 | $37k | 292 | 126.71 |
| 2020-09-30 | $33k | 292 | 113.01 |
| 2020-06-30 | $32k | 292 | 109.59 |
| 2020-03-31 | $28k | 292 | 95.89 |
| 2019-12-31 | $38k | 292 | 130.14 |
| 2019-09-30 | $35k | 292 | 119.86 |
| 2019-06-30 | $34k | 292 | 116.44 |