iShares S&P 500 Value Index shares owned by Sigma Investment Counselors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sigma Investment Counselors
from 13F filings
Historical chart of Sigma Investment Counselors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sigma Investment Counselors 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 Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 12k | 182.01 |
| 2024-03-31 | $2.4M | 13k | 186.81 |
| 2023-12-31 | $2.3M | 13k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 153.84 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $1.9M | 13k | 145.07 |
| 2022-09-30 | $1.8M | 14k | 128.53 |
| 2022-06-30 | $1.1M | 7.9k | 137.47 |
| 2022-03-31 | $1.1M | 7.3k | 155.72 |
| 2021-12-31 | $819k | 5.2k | 156.72 |
| 2021-09-30 | $804k | 5.5k | 145.39 |
| 2021-06-30 | $836k | 5.7k | 147.70 |
| 2021-03-31 | $811k | 5.7k | 141.17 |
| 2020-12-31 | $735k | 5.7k | 127.94 |
| 2020-09-30 | $450k | 4.0k | 112.36 |
| 2020-06-30 | $536k | 5.0k | 108.26 |
| 2020-03-31 | $202k | 2.1k | 96.37 |
| 2019-12-31 | $273k | 2.1k | 130.25 |
| 2019-09-30 | $240k | 2.0k | 119.05 |
| 2019-06-30 | $244k | 2.1k | 116.47 |
| 2019-03-31 | $236k | 2.1k | 112.65 |
| 2018-12-31 | $212k | 2.1k | 101.19 |
| 2018-09-30 | $259k | 2.2k | 115.78 |
| 2018-06-30 | $246k | 2.2k | 109.97 |
| 2018-03-31 | $229k | 2.1k | 109.31 |
| 2017-12-31 | $239k | 2.1k | 114.08 |
| 2011-06-30 | $227k | 3.7k | 62.00 |
| 2011-03-31 | $232k | 3.7k | 63.37 |
More positions owned by Sigma Investment Counselors
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