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iShares S&P 500 Value Index shares owned by Townsend Asset Management Corp

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Townsend Asset Management Corp from 13F filings

Historical chart of Townsend Asset Management Corp 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 Townsend Asset Management Corp 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 Townsend Asset Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 123 197.17
2024-06-30 $22k 123 182.01
2024-03-31 $23k 123 186.81
2023-12-31 $21k 123 173.89
2023-06-30 $1.6k 10 161.20
2023-03-31 $1.5k 10 151.80