iShares S&P 500 Value Index shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Stonegate Investment Group 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 Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 35k | 197.17 |
| 2024-06-30 | $6.4M | 35k | 182.01 |
| 2024-03-31 | $6.6M | 35k | 186.81 |
| 2023-12-31 | $3.5M | 20k | 173.89 |
| 2023-09-30 | $3.4M | 22k | 153.84 |
| 2023-06-30 | $3.6M | 22k | 161.19 |
| 2023-03-31 | $2.7M | 18k | 151.76 |
| 2022-12-31 | $644k | 4.4k | 145.07 |
| 2022-09-30 | $506k | 3.9k | 128.56 |
| 2022-06-30 | $473k | 3.4k | 137.34 |
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