iShares S&P 500 Value Index shares owned by Select Asset Management & Trust
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Select Asset Management & Trust
from 13F filings
Historical chart of Select Asset Management & Trust investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Select Asset Management & 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 Select Asset Management & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 1.2k | 206.84 |
| 2025-06-30 | $234k | 1.2k | 195.16 |
| 2025-03-31 | $251k | 1.3k | 190.73 |
| 2024-12-31 | $261k | 1.4k | 191.07 |
| 2024-09-30 | $283k | 1.4k | 197.35 |
| 2024-06-30 | $274k | 1.5k | 181.82 |
| 2024-03-31 | $315k | 1.7k | 186.72 |
| 2023-12-31 | $351k | 2.0k | 174.02 |
| 2023-09-30 | $349k | 2.3k | 154.02 |
| 2023-06-30 | $418k | 2.6k | 161.33 |
| 2023-03-31 | $365k | 2.4k | 151.77 |
More positions owned by Select Asset Management & Trust
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