iShares S&P 500 Value Index shares owned by Smith Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smith Capital Management
from 13F filings
Historical chart of Smith Capital Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Smith Capital 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 Smith Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.5M | 13k | 112.48 |
| 2020-06-30 | $1.4M | 13k | 108.19 |
| 2020-03-31 | $1.6M | 17k | 96.27 |
| 2019-12-31 | $2.2M | 17k | 130.12 |
| 2019-09-30 | $2.0M | 17k | 119.17 |
| 2019-06-30 | $2.0M | 17k | 116.59 |
| 2019-03-31 | $2.2M | 19k | 112.72 |
| 2018-12-31 | $1.7M | 17k | 101.13 |