iShares S&P 500 Value Index shares owned by Smithbridge Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Smithbridge Asset Management
from 13F filings
Historical chart of Smithbridge 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 Smithbridge Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Smithbridge Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 6.7k | 186.81 |
2023-12-31 | $1.2M | 6.8k | 173.90 |
2023-09-30 | $1.1M | 7.3k | 153.89 |
2023-06-30 | $1.2M | 7.4k | 161.19 |
2023-03-31 | $1.1M | 7.5k | 151.71 |
2022-12-31 | $1.1M | 7.6k | 145.07 |
2022-09-30 | $993k | 7.7k | 128.53 |
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