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iShares S&P 500 Value Index shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1k 17 182.00
2024-03-31 $3.2k 17 186.82
2023-12-31 $3.0k 17 173.88
2023-09-30 $2.6k 17 153.82
2023-06-30 $2.7k 17 161.18
2023-03-31 $2.6k 17 151.76
2022-12-31 $2.5k 17 145.06