iShares S&P 500 Value Index shares owned by Rikoon
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rikoon
from 13F filings
Historical chart of Rikoon investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Rikoon
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $455k | 3.2k | 141.26 |
| 2020-12-31 | $426k | 3.3k | 130.12 |
| 2020-09-30 | $361k | 3.2k | 112.43 |
| 2020-06-30 | $357k | 3.3k | 108.21 |
| 2020-03-31 | $315k | 3.3k | 96.21 |
| 2019-12-31 | $426k | 3.3k | 130.12 |
| 2019-09-30 | $388k | 3.3k | 119.24 |
| 2019-06-30 | $379k | 3.3k | 116.47 |
| 2019-03-31 | $366k | 3.2k | 112.79 |
| 2018-12-31 | $327k | 3.2k | 101.08 |
| 2018-09-30 | $294k | 2.5k | 115.84 |
| 2018-06-30 | $288k | 2.6k | 110.64 |
| 2018-03-31 | $278k | 2.6k | 106.84 |
| 2017-12-31 | $309k | 2.7k | 114.32 |
| 2017-09-30 | $354k | 3.3k | 107.76 |
| 2017-06-30 | $343k | 3.3k | 104.70 |
| 2017-03-31 | $359k | 3.5k | 104.03 |
| 2016-12-31 | $356k | 3.4k | 103.43 |
| 2016-09-30 | $283k | 3.0k | 94.71 |