iShares S&P 500 Value Index shares owned by West Coast Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by West Coast Financial 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 West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 18k | 186.81 |
| 2023-12-31 | $3.2M | 18k | 173.89 |
| 2023-09-30 | $3.0M | 20k | 153.84 |
| 2023-06-30 | $3.4M | 21k | 161.19 |
| 2023-03-31 | $3.3M | 22k | 151.77 |
| 2022-12-31 | $3.3M | 23k | 145.07 |
| 2022-09-30 | $2.5M | 20k | 128.55 |
| 2022-06-30 | $2.1M | 15k | 137.47 |
| 2022-03-31 | $2.3M | 15k | 155.74 |
| 2021-12-31 | $2.1M | 14k | 156.66 |
| 2021-09-30 | $1.8M | 13k | 145.39 |
| 2021-06-30 | $1.6M | 11k | 147.65 |
| 2021-03-31 | $1.4M | 10k | 141.25 |
| 2020-12-31 | $722k | 5.6k | 127.95 |
| 2020-09-30 | $265k | 2.4k | 112.53 |
| 2020-06-30 | $255k | 2.4k | 108.28 |
| 2020-03-31 | $227k | 2.4k | 96.39 |
| 2019-12-31 | $1.0M | 7.8k | 130.12 |
| 2019-09-30 | $972k | 8.2k | 119.09 |
| 2019-06-30 | $963k | 8.3k | 116.56 |
| 2019-03-31 | $916k | 8.1k | 112.74 |