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iShares S&P 500 Value Index shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management 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 Smartleaf Asset Management 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 Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $807k 4.2k 190.64
2024-09-30 $786k 4.0k 196.50
2024-06-30 $679k 3.7k 181.83
2024-03-31 $691k 3.7k 186.11
2023-12-31 $641k 3.7k 174.21