iShares S&P 500 Value Index shares owned by Tidemark
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tidemark
from 13F filings
Historical chart of Tidemark investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Tidemark 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 Tidemark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 76k | 206.51 |
| 2025-06-30 | $14M | 72k | 195.42 |
| 2025-03-31 | $11M | 60k | 190.58 |
| 2024-12-31 | $8.2M | 43k | 190.88 |
| 2024-09-30 | $7.7M | 39k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $3.6M | 20k | 186.81 |
| 2023-12-31 | $712k | 4.1k | 173.90 |