iShares S&P 500 Value Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 20k | 186.81 |
| 2023-12-31 | $3.5M | 20k | 173.89 |
| 2023-09-30 | $3.1M | 20k | 153.84 |
| 2023-06-30 | $3.3M | 21k | 161.19 |
| 2023-03-31 | $3.1M | 21k | 151.76 |
| 2022-12-31 | $2.8M | 20k | 145.07 |
| 2022-09-30 | $392k | 3.1k | 128.52 |
| 2022-06-30 | $419k | 3.1k | 137.38 |
| 2022-03-31 | $475k | 3.1k | 155.74 |
| 2021-12-31 | $478k | 3.1k | 156.72 |
| 2021-09-30 | $444k | 3.1k | 145.57 |
| 2021-06-30 | $450k | 3.1k | 147.54 |
| 2021-03-31 | $431k | 3.1k | 141.31 |
| 2020-12-31 | $390k | 3.1k | 127.87 |
| 2019-12-31 | $401k | 3.1k | 130.07 |
| 2019-09-30 | $367k | 3.1k | 119.04 |
| 2019-06-30 | $356k | 3.1k | 116.72 |
| 2019-03-31 | $344k | 3.1k | 112.79 |
| 2018-12-31 | $308k | 3.1k | 100.98 |
| 2018-09-30 | $353k | 3.1k | 115.74 |
| 2018-06-30 | $336k | 3.1k | 110.16 |
| 2018-03-31 | $3.1k | 340 | 9.15 |
| 2017-12-31 | $355k | 3.1k | 114.15 |
| 2017-09-30 | $336k | 336k | 1.00 |
| 2017-06-30 | $335k | 3.1k | 106.48 |