iShares S&P 500 Value Index shares owned by Sterling Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sterling Investment Counsel
from 13F filings
Historical chart of Sterling Investment Counsel 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 Sterling Investment Counsel 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 Sterling Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.1M | 11k | 186.82 |
2023-12-31 | $2.4M | 14k | 173.89 |
2023-09-30 | $1.8M | 12k | 153.84 |
2023-06-30 | $1.9M | 12k | 161.19 |
2023-03-31 | $1.8M | 12k | 151.76 |
2022-12-31 | $1.8M | 12k | 145.07 |
2022-09-30 | $1.4M | 11k | 128.51 |
2022-06-30 | $1.3M | 9.6k | 137.47 |
2022-03-31 | $824k | 5.3k | 155.82 |
2021-12-31 | $823k | 5.3k | 156.58 |
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