iShares S&P 500 Value Index shares owned by Stone House Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stone House Investment Management
from 13F filings
Historical chart of Stone House Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Stone House Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 138k | 206.51 |
| 2025-06-30 | $25M | 129k | 195.42 |
| 2025-03-31 | $21M | 112k | 190.58 |
| 2024-12-31 | $12M | 62k | 190.88 |
| 2024-09-30 | $14M | 73k | 197.17 |
| 2024-03-31 | $12M | 66k | 186.81 |
| 2023-03-31 | $0 | 0 | 0.00 |
| 2022-03-31 | $3.5M | 23k | 155.72 |
| 2021-12-31 | $6.4M | 41k | 156.64 |
| 2021-09-30 | $7.4M | 50k | 147.63 |
| 2021-06-30 | $7.4M | 50k | 147.63 |
| 2021-03-31 | $6.0M | 47k | 128.02 |
| 2020-12-31 | $6.0M | 47k | 128.02 |
| 2020-09-30 | $5.2M | 46k | 112.45 |
| 2020-06-30 | $5.5M | 50k | 108.21 |
| 2020-03-31 | $3.4M | 35k | 96.26 |
| 2019-09-30 | $7.9M | 66k | 119.14 |
| 2019-06-30 | $8.4M | 72k | 116.57 |
| 2019-03-31 | $8.6M | 76k | 112.73 |
| 2018-12-31 | $8.9M | 88k | 101.14 |
| 2018-09-30 | $10M | 88k | 115.84 |
| 2018-06-30 | $7.4M | 67k | 110.12 |
| 2018-03-31 | $7.6M | 70k | 109.34 |
| 2017-12-31 | $11M | 92k | 114.24 |
| 2017-09-30 | $9.6M | 89k | 107.91 |
| 2017-06-30 | $12M | 114k | 104.96 |
| 2017-03-31 | $14M | 132k | 104.04 |
| 2016-12-31 | $16M | 158k | 101.38 |
More positions owned by Stone House Investment Management
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