iShares S&P 500 Value Index shares owned by Smith Anglin Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smith Anglin Financial
from 13F filings
Historical chart of Smith Anglin Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Smith Anglin Financial 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 Smith Anglin Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 56k | 197.17 |
| 2024-06-30 | $40M | 218k | 182.01 |
| 2024-03-31 | $45M | 241k | 186.81 |
| 2023-12-31 | $65M | 376k | 173.89 |
| 2023-09-30 | $55M | 359k | 153.84 |
| 2023-06-30 | $53M | 331k | 161.19 |
| 2023-03-31 | $48M | 318k | 151.76 |
| 2022-12-31 | $43M | 296k | 145.07 |
| 2022-09-30 | $35M | 268k | 128.52 |
| 2022-06-30 | $33M | 239k | 137.46 |
| 2022-03-31 | $37M | 235k | 155.72 |
| 2021-12-31 | $26M | 169k | 156.63 |
| 2021-09-30 | $22M | 148k | 145.42 |
| 2021-06-30 | $22M | 151k | 147.64 |
| 2021-03-31 | $19M | 137k | 141.24 |
| 2020-12-31 | $30M | 237k | 128.02 |