iShares S&P 500 Value Index shares owned by Roble, Belko & Company
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Roble, Belko & Company
from 13F filings
Historical chart of Roble, Belko & Company 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 Roble, Belko & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Roble, Belko & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 11k | 206.53 |
| 2025-06-30 | $2.2M | 11k | 195.41 |
| 2025-03-31 | $2.1M | 11k | 190.60 |
| 2024-12-31 | $2.1M | 11k | 190.87 |
| 2024-09-30 | $2.2M | 11k | 197.21 |
| 2024-03-31 | $2.1M | 11k | 186.83 |
| 2023-12-31 | $1.9M | 11k | 173.87 |
| 2023-09-30 | $1.7M | 11k | 153.83 |
| 2023-06-30 | $1.8M | 11k | 161.17 |
| 2023-03-31 | $1.7M | 11k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.09 |
| 2022-09-30 | $1.4M | 11k | 128.55 |
| 2022-06-30 | $1.5M | 11k | 137.41 |
| 2022-03-31 | $1.7M | 11k | 155.69 |
| 2021-12-31 | $1.7M | 11k | 156.60 |
| 2021-09-30 | $1.6M | 11k | 145.45 |
| 2021-06-30 | $1.6M | 11k | 147.65 |
| 2021-03-31 | $1.5M | 11k | 141.25 |
| 2020-12-31 | $1.4M | 11k | 128.00 |
| 2020-09-30 | $1.2M | 11k | 112.47 |
| 2020-06-30 | $1.2M | 11k | 108.18 |
| 2020-03-31 | $1.1M | 11k | 96.21 |
| 2019-12-31 | $1.4M | 11k | 130.11 |
| 2019-09-30 | $1.3M | 11k | 119.14 |
| 2019-06-30 | $1.3M | 11k | 116.58 |
| 2019-03-31 | $1.2M | 11k | 112.75 |
| 2018-12-31 | $1.1M | 11k | 101.14 |
| 2018-09-30 | $1.3M | 11k | 115.85 |
| 2018-06-30 | $1.2M | 11k | 110.10 |
| 2018-03-31 | $1.2M | 11k | 109.37 |
| 2017-12-31 | $1.3M | 11k | 114.21 |
| 2017-09-30 | $1.2M | 11k | 107.90 |
| 2017-06-30 | $1.1M | 11k | 104.98 |
| 2017-03-31 | $1.1M | 11k | 104.07 |
| 2016-12-31 | $1.1M | 11k | 101.42 |
| 2016-09-30 | $1.0M | 11k | 94.93 |
| 2016-06-30 | $1.0M | 11k | 92.92 |
| 2016-03-31 | $984k | 11k | 89.90 |
| 2015-12-31 | $969k | 11k | 88.53 |
| 2015-09-30 | $920k | 11k | 84.06 |
| 2015-06-30 | $1.0M | 11k | 92.19 |
| 2015-03-31 | $1.0M | 11k | 92.55 |