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iShares S&P 500 Value Index shares owned by Blankinship & Foster

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blankinship & Foster from 13F filings

Historical chart of Blankinship & Foster 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 Blankinship & Foster 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 Blankinship & Foster

Quarter filed Position value Share count Share price at filing
2023-12-31 $811k 4.7k 173.88
2023-09-30 $731k 4.8k 153.85
2023-06-30 $780k 4.8k 161.20
2023-03-31 $859k 5.7k 151.76
2022-12-31 $911k 6.3k 145.07
2022-09-30 $863k 6.7k 128.58
2022-06-30 $923k 6.7k 137.51
2022-03-31 $1.2M 7.6k 155.70
2021-12-31 $1.3M 8.1k 156.57
2021-09-30 $1.3M 8.9k 145.38
2021-06-30 $1.6M 11k 147.63
2021-03-31 $1.7M 12k 141.25
2020-12-31 $1.5M 12k 128.03
2020-09-30 $1.4M 12k 112.43
2020-06-30 $1.4M 13k 108.23
2020-03-31 $929k 9.6k 96.30