iShares S&P 500 Value Index shares owned by Rothschild Investment
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Rothschild Investment 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 Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 6.6k | 182.02 |
| 2024-03-31 | $1.3M | 6.8k | 186.82 |
| 2023-12-31 | $1.2M | 6.8k | 173.88 |