iShares S&P 500 Value Index shares owned by Zullo Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Zullo Investment Group
from 13F filings
Historical chart of Zullo Investment Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Zullo Investment Group 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 Zullo Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $216k | 1.0k | 211.15 |
| 2024-09-30 | $202k | 1.0k | 197.17 |
| 2022-12-31 | $149k | 1.0k | 145.07 |
| 2022-09-30 | $129k | 1.0k | 128.61 |
| 2022-06-30 | $139k | 1.0k | 137.76 |
| 2022-03-31 | $157k | 1.0k | 155.60 |
| 2021-12-31 | $158k | 1.0k | 156.59 |