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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
2024-03-31 $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