iShares S&P 500 Value Index shares owned by Trustcore Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Trustcore Financial Services
from 13F filings
Historical chart of Trustcore Financial Services 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 Trustcore Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Trustcore Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $419k | 2.9k | 145.07 |
2022-09-30 | $371k | 2.9k | 128.37 |
2022-06-30 | $399k | 2.9k | 137.59 |
2022-03-31 | $458k | 2.9k | 155.57 |
2021-12-31 | $461k | 2.9k | 156.59 |
2021-09-30 | $481k | 3.3k | 145.41 |
2021-06-30 | $544k | 3.7k | 147.59 |
2021-03-31 | $535k | 3.8k | 141.12 |
2020-12-31 | $488k | 3.8k | 128.05 |
2020-09-30 | $418k | 3.7k | 112.49 |
2020-06-30 | $402k | 3.7k | 108.18 |
2020-03-31 | $282k | 2.9k | 96.21 |
2019-12-31 | $407k | 3.1k | 129.99 |
2019-09-30 | $373k | 3.1k | 119.13 |
2019-06-30 | $402k | 3.4k | 116.56 |
2019-03-31 | $108k | 959 | 112.62 |
2018-09-30 | $88k | 763 | 115.33 |
2018-06-30 | $84k | 763 | 110.09 |
2018-03-31 | $83k | 763 | 108.78 |
2017-12-31 | $168k | 1.5k | 114.05 |
More positions owned by Trustcore Financial Services
View all positions for Trustcore Financial Services