iShares S&P 500 Value Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services 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 Sowell Financial Services 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 Sowell Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $2.3M | 12k | 182.02 |
2024-03-31 | $2.1M | 11k | 186.79 |
2023-03-31 | $366k | 2.4k | 151.62 |
2021-03-31 | $479k | 3.2k | 149.45 |
2020-12-31 | $423k | 3.3k | 128.03 |
2020-09-30 | $1.6M | 14k | 112.42 |
2020-06-30 | $1.6M | 15k | 108.19 |
2020-03-31 | $337k | 3.5k | 96.18 |
2019-12-31 | $1.7M | 13k | 130.07 |
2019-09-30 | $1.6M | 13k | 119.12 |
2019-03-31 | $1.4M | 12k | 112.74 |
2018-12-31 | $811k | 8.0k | 101.08 |
2018-06-30 | $3.8M | 34k | 113.46 |
2018-03-31 | $3.9M | 36k | 108.55 |
2017-12-31 | $4.2M | 36k | 118.32 |
2017-09-30 | $3.9M | 36k | 109.47 |
2017-06-30 | $3.9M | 36k | 106.45 |
2017-03-31 | $3.3M | 32k | 103.86 |
2016-12-31 | $3.0M | 28k | 105.19 |