iShares S&P 500 Value Index shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Samalin Investment Counsel 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 Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 1.2k | 206.50 |
| 2025-06-30 | $410k | 2.1k | 195.44 |
| 2025-03-31 | $403k | 2.1k | 190.64 |
| 2024-12-31 | $402k | 2.1k | 190.94 |
| 2024-09-30 | $425k | 2.2k | 197.19 |
| 2024-06-30 | $390k | 2.1k | 182.05 |
| 2024-03-31 | $225k | 1.2k | 186.80 |
| 2023-09-30 | $333k | 2.2k | 153.87 |
| 2023-06-30 | $357k | 2.2k | 161.22 |
| 2023-03-31 | $379k | 2.5k | 151.75 |
| 2022-12-31 | $308k | 2.1k | 145.09 |
| 2022-09-30 | $272k | 2.1k | 128.61 |
| 2022-06-30 | $289k | 2.1k | 137.42 |
| 2022-03-31 | $326k | 2.1k | 155.61 |
| 2021-12-31 | $327k | 2.1k | 156.62 |
| 2021-09-30 | $302k | 2.1k | 145.42 |
| 2021-06-30 | $305k | 2.1k | 147.71 |
| 2021-03-31 | $290k | 2.1k | 140.98 |
| 2020-12-31 | $262k | 2.0k | 128.04 |
| 2020-09-30 | $214k | 1.9k | 112.49 |
| 2020-06-30 | $204k | 1.9k | 107.82 |
| 2020-03-31 | $741k | 7.7k | 96.18 |
| 2019-12-31 | $1.0M | 7.8k | 130.06 |
More positions owned by Samalin Investment Counsel
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