iShares S&P 500 Value Index shares owned by Stratford Consulting
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stratford Consulting
from 13F filings
Historical chart of Stratford Consulting investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Stratford Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $29k | 301 | 96.35 |
| 2019-12-31 | $908k | 7.0k | 130.10 |
| 2019-09-30 | $831k | 7.0k | 119.07 |
| 2019-06-30 | $814k | 7.0k | 116.64 |
| 2019-03-31 | $787k | 7.0k | 112.80 |
| 2018-12-31 | $747k | 7.4k | 101.16 |
| 2018-09-30 | $900k | 7.8k | 115.85 |
| 2018-06-30 | $861k | 7.8k | 110.16 |
| 2018-03-31 | $871k | 8.0k | 109.33 |
| 2017-12-31 | $910k | 8.0k | 114.26 |
| 2017-09-30 | $859k | 8.0k | 107.90 |
| 2017-06-30 | $838k | 8.0k | 104.99 |
| 2017-03-31 | $830k | 8.0k | 103.98 |
| 2016-12-31 | $809k | 8.0k | 101.39 |
| 2016-09-30 | $761k | 8.0k | 94.92 |
| 2016-06-30 | $746k | 8.0k | 92.87 |
| 2016-03-31 | $744k | 8.3k | 89.97 |
| 2015-12-31 | $733k | 8.3k | 88.48 |
| 2015-09-30 | $695k | 8.3k | 84.07 |
| 2015-06-30 | $762k | 8.3k | 92.17 |
| 2015-03-31 | $786k | 8.5k | 92.54 |
| 2014-12-31 | $796k | 8.5k | 93.79 |
| 2014-09-30 | $764k | 8.5k | 90.10 |
| 2014-06-30 | $765k | 8.5k | 90.30 |
| 2014-03-31 | $733k | 8.4k | 86.94 |
| 2013-12-31 | $717k | 8.4k | 85.48 |
| 2013-09-30 | $653k | 8.3k | 78.29 |
| 2013-06-30 | $628k | 8.2k | 76.13 |
| 2013-03-31 | $595k | 8.1k | 73.83 |
| 2012-12-31 | $566k | 8.5k | 66.45 |