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
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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 |
|---|---|---|---|
| 2026-06-30 | $5.9k | 26 | 227.08 |
| 2024-12-31 | $3.2k | 17 | 190.88 |
| 2024-09-30 | $3.4k | 17 | 197.18 |
| 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 |
More positions owned by Richard W. Paul & Associates
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