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iShares S&P 500 Value Index shares owned by Security National Trust

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust 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 Security National Trust 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $6.1M 41k 146.51
2021-06-30 $6.1M 41k 147.63
2021-03-31 $5.7M 40k 141.25
2020-12-31 $4.9M 38k 128.02
2020-09-30 $4.2M 37k 112.46
2020-06-30 $4.0M 37k 108.21
2020-03-31 $3.4M 35k 97.44
2019-12-31 $4.8M 37k 130.09
2019-09-30 $4.4M 37k 119.14
2019-06-30 $4.3M 37k 116.57
2019-03-31 $4.2M 37k 112.96
2018-12-31 $3.6M 36k 101.35
2018-09-30 $4.1M 35k 116.22
2018-06-30 $3.9M 35k 109.46
2018-03-31 $3.9M 36k 109.46
2017-12-31 $4.1M 36k 113.92
2017-09-30 $3.7M 34k 108.86
2017-06-30 $3.7M 35k 103.80
2017-03-31 $3.5M 34k 104.40
2016-12-31 $3.1M 30k 101.39
2016-09-30 $2.6M 28k 94.67
2016-06-30 $2.5M 27k 93.33
2016-03-31 $2.2M 25k 89.33
2015-12-31 $2.0M 23k 88.00
2015-09-30 $1.8M 21k 84.00
2015-06-30 $1.9M 20k 93.78
2015-03-31 $1.9M 20k 93.78
2014-12-31 $1.9M 20k 93.78
2014-09-30 $1.8M 20k 90.06
2014-06-30 $1.8M 21k 90.27
2014-03-31 $1.8M 21k 86.88
2013-12-31 $1.8M 21k 85.47
2013-09-30 $1.6M 21k 78.30
2013-06-30 $1.7M 22k 75.75
2012-12-31 $1.5M 22k 66.39
2012-09-30 $1.4M 22k 65.79
2012-06-30 $1.3M 21k 62.25
2012-03-31 $1.4M 21k 64.93

More positions owned by Security National Trust

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Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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CWM
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View all funds holding iShares S&P 500 Value Index