iShares S&P 500 Value Index shares owned by Unionview
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Unionview
from 13F filings
Historical chart of Unionview 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 Unionview 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 Unionview
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $325k | 1.7k | 190.86 |
| 2024-09-30 | $310k | 1.6k | 197.23 |
| 2024-06-30 | $286k | 1.6k | 182.02 |
| 2024-03-31 | $293k | 1.6k | 186.77 |
| 2023-12-31 | $271k | 1.6k | 173.84 |
| 2023-09-30 | $252k | 1.6k | 153.89 |
| 2023-06-30 | $264k | 1.6k | 161.24 |
| 2023-03-31 | $244k | 1.6k | 151.74 |
| 2022-12-31 | $232k | 1.6k | 145.09 |
| 2022-09-30 | $205k | 1.6k | 128.77 |