iShares S&P 500 Value Index shares owned by Tarbox
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tarbox
from 13F filings
Historical chart of Tarbox investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tarbox
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 5.8k | 182.02 |
| 2024-03-31 | $1.1M | 5.8k | 186.82 |
| 2023-12-31 | $1.0M | 5.8k | 173.90 |
| 2023-09-30 | $893k | 5.8k | 153.83 |
| 2023-06-30 | $935k | 5.8k | 161.18 |
| 2023-03-31 | $881k | 5.8k | 151.75 |
| 2022-12-31 | $842k | 5.8k | 145.06 |
| 2022-09-30 | $798k | 5.8k | 137.52 |
| 2022-06-30 | $798k | 5.8k | 137.52 |
| 2022-03-31 | $902k | 5.8k | 155.65 |
| 2021-12-31 | $907k | 5.8k | 156.70 |
| 2021-09-30 | $840k | 5.8k | 145.35 |
| 2021-06-30 | $852k | 5.8k | 147.69 |
| 2021-03-31 | $815k | 5.8k | 141.27 |
| 2020-12-31 | $767k | 6.0k | 127.96 |
| 2020-09-30 | $758k | 6.7k | 112.40 |
| 2020-06-30 | $730k | 6.7k | 108.24 |
| 2020-03-31 | $616k | 6.4k | 96.25 |
| 2019-12-31 | $654k | 5.0k | 130.10 |
| 2019-09-30 | $599k | 5.0k | 119.16 |
| 2019-06-30 | $586k | 5.0k | 116.57 |
| 2019-03-31 | $586k | 5.2k | 112.65 |
| 2018-12-31 | $526k | 5.2k | 101.11 |
| 2018-09-30 | $603k | 5.2k | 115.92 |
| 2018-06-30 | $573k | 5.2k | 110.15 |
| 2018-03-31 | $569k | 5.2k | 109.38 |
| 2017-12-31 | $594k | 5.2k | 114.19 |
| 2017-09-30 | $576k | 5.3k | 107.84 |
| 2017-06-30 | $561k | 5.3k | 105.04 |
| 2017-03-31 | $556k | 5.3k | 104.10 |
| 2016-12-31 | $541k | 5.3k | 101.29 |
| 2016-09-30 | $507k | 5.3k | 94.93 |
| 2016-06-30 | $496k | 5.3k | 92.87 |
| 2016-03-31 | $480k | 5.3k | 89.87 |