iShares S&P 500 Value Index shares owned by Whitcomb & Hess
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Whitcomb & Hess
from 13F filings
Historical chart of Whitcomb & Hess investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Whitcomb & Hess 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 Whitcomb & Hess
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.3k | 206.52 |
| 2025-06-30 | $1.2M | 6.2k | 195.43 |
| 2025-03-31 | $1.2M | 6.2k | 190.59 |
| 2024-12-31 | $1.2M | 6.4k | 190.87 |
| 2024-09-30 | $1.2M | 6.0k | 197.17 |
| 2024-06-30 | $1.1M | 6.0k | 182.02 |
| 2024-03-31 | $1.1M | 6.0k | 186.81 |
| 2023-12-31 | $1.1M | 6.6k | 173.88 |
| 2023-09-30 | $954k | 6.2k | 153.84 |
| 2023-06-30 | $1.1M | 6.5k | 161.19 |
| 2023-03-31 | $987k | 6.5k | 151.77 |
| 2022-12-31 | $1.1M | 7.5k | 145.07 |
| 2022-09-30 | $953k | 7.4k | 128.58 |
| 2022-06-30 | $720k | 5.2k | 137.38 |
| 2022-03-31 | $500k | 3.2k | 155.71 |
| 2021-12-31 | $490k | 3.2k | 154.92 |
| 2021-09-30 | $464k | 3.2k | 145.36 |
| 2021-06-30 | $476k | 3.2k | 147.60 |