iShares S&P 500 Value Index shares owned by DBK Financial Counsel
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by DBK Financial Counsel
from 13F filings
Historical chart of DBK Financial Counsel 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 DBK Financial Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by DBK Financial Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $530k | 2.8k | 186.81 |
2023-12-31 | $568k | 3.3k | 173.89 |
2023-09-30 | $502k | 3.3k | 153.84 |
2023-06-30 | $526k | 3.3k | 161.19 |
2023-03-31 | $495k | 3.3k | 151.76 |
2022-12-31 | $493k | 3.4k | 145.04 |
2022-09-30 | $437k | 3.4k | 128.57 |
2022-06-30 | $467k | 3.4k | 137.39 |
2022-03-31 | $529k | 3.4k | 155.63 |
2021-12-31 | $532k | 3.4k | 156.52 |