iShares S&P 500 Value Index shares owned by Stone Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stone Asset Management
from 13F filings
Historical chart of Stone 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 Stone Asset 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 Stone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $4.6M | 30k | 151.76 |
| 2022-12-31 | $10M | 71k | 145.07 |
| 2022-09-30 | $9.1M | 71k | 128.52 |
| 2022-06-30 | $7.5M | 55k | 137.45 |
| 2022-03-31 | $8.1M | 52k | 155.72 |
| 2021-12-31 | $11M | 71k | 156.63 |