iShares S&P 500 Value Index shares owned by Strategic Equity Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Equity Management
from 13F filings
Historical chart of Strategic Equity Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Strategic Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 2.7k | 206.51 |
| 2025-06-30 | $511k | 2.6k | 195.43 |
| 2025-03-31 | $246k | 1.3k | 190.63 |
| 2024-12-31 | $271k | 1.4k | 190.83 |
| 2024-09-30 | $280k | 1.4k | 197.13 |
| 2023-09-30 | $1.3M | 8.6k | 153.84 |
| 2023-06-30 | $1.3M | 7.8k | 161.19 |
| 2023-03-31 | $1.3M | 8.6k | 151.76 |
| 2022-12-31 | $1.3M | 8.9k | 145.08 |
| 2022-09-30 | $384k | 3.0k | 128.56 |
| 2022-06-30 | $710k | 5.2k | 137.49 |
| 2022-03-31 | $790k | 5.1k | 155.73 |
| 2021-12-31 | $402k | 2.6k | 156.54 |
| 2021-09-30 | $583k | 4.0k | 145.42 |
| 2021-06-30 | $405k | 2.7k | 147.76 |
More positions owned by Strategic Equity Management
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