iShares S&P 500 Value Index shares owned by Stordahl Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stordahl Capital Management
from 13F filings
Historical chart of Stordahl Capital Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Stordahl Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 20k | 190.88 |
| 2024-09-30 | $3.9M | 20k | 196.66 |
| 2024-06-30 | $3.4M | 18k | 182.01 |
| 2024-03-31 | $3.8M | 20k | 186.81 |
| 2023-12-31 | $3.6M | 20k | 173.89 |
| 2023-09-30 | $3.2M | 21k | 153.84 |
| 2023-06-30 | $3.3M | 21k | 161.19 |
| 2023-03-31 | $3.1M | 21k | 151.76 |
| 2022-12-31 | $3.0M | 21k | 145.07 |
| 2022-09-30 | $2.8M | 21k | 128.53 |
| 2022-06-30 | $2.9M | 21k | 137.44 |
| 2022-03-31 | $3.2M | 21k | 155.74 |
| 2021-12-31 | $3.2M | 21k | 156.62 |
| 2021-09-30 | $3.0M | 21k | 145.40 |
| 2021-06-30 | $3.0M | 21k | 147.62 |
| 2021-03-31 | $3.0M | 21k | 141.22 |
| 2020-12-31 | $2.7M | 21k | 128.01 |
| 2020-09-30 | $2.4M | 21k | 112.43 |
| 2020-06-30 | $2.2M | 21k | 108.20 |
| 2020-03-31 | $1.9M | 21k | 92.76 |
| 2019-12-31 | $2.9M | 22k | 130.08 |
| 2019-09-30 | $2.7M | 22k | 119.14 |
| 2019-06-30 | $2.7M | 23k | 118.85 |
| 2019-03-31 | $2.7M | 23k | 116.11 |
| 2018-12-31 | $2.3M | 23k | 101.12 |
| 2018-09-30 | $2.6M | 23k | 110.90 |
| 2018-06-30 | $2.6M | 24k | 110.13 |
| 2018-03-31 | $2.6M | 24k | 109.35 |
| 2017-12-31 | $2.7M | 24k | 114.22 |
More positions owned by Stordahl Capital Management
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