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iShares S&P 500 Value Index shares owned by Strategic Point Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Strategic Point Investment Advisors from 13F filings

Historical chart of Strategic Point Investment Advisors 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 Strategic Point Investment Advisors 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 Strategic Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $52M 298k 173.89
2023-09-30 $46M 300k 153.84
2023-06-30 $48M 298k 161.19
2023-03-31 $46M 304k 151.76
2022-12-31 $44M 304k 145.07
2022-09-30 $35M 270k 128.52
2022-06-30 $37M 272k 137.46
2022-03-31 $42M 270k 155.72
2021-12-31 $23M 147k 156.63
2021-09-30 $21M 144k 145.42
2021-06-30 $21M 143k 147.64
2021-03-31 $20M 143k 141.24
2020-12-31 $17M 132k 127.07
2020-09-30 $15M 131k 111.47
2020-06-30 $15M 131k 111.47
2020-03-31 $12M 129k 96.25
2019-12-31 $17M 133k 130.09
2019-09-30 $16M 134k 119.14
2019-06-30 $16M 135k 116.57
2019-03-31 $16M 141k 112.74
2018-12-31 $15M 152k 101.14
2018-09-30 $18M 152k 115.84
2018-06-30 $17M 150k 110.13
2018-03-31 $16M 149k 109.34
2017-12-31 $24M 208k 114.24
2017-09-30 $24M 220k 107.91
2017-06-30 $23M 218k 104.96
2017-03-31 $23M 217k 104.04
2016-12-31 $22M 215k 101.38