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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

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Quarterly 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