iShares S&P 500 Value Index shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by USA Financial Portformulas 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 USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $77M | 404k | 190.88 |
| 2024-03-31 | $72M | 386k | 186.81 |
| 2023-12-31 | $66M | 377k | 173.89 |
| 2023-09-30 | $922 | 6 | 153.83 |
| 2023-06-30 | $967 | 6 | 161.17 |
| 2023-03-31 | $910 | 6 | 151.83 |
| 2022-09-30 | $1.0k | 8 | 125.00 |
| 2022-06-30 | $10k | 76 | 131.58 |
| 2022-03-31 | $9.0k | 59 | 152.54 |
More positions owned by USA Financial Portformulas
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