iShares S&P 500 Value Index shares owned by ETF Portfolio Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ETF Portfolio Partners
from 13F filings
Historical chart of ETF Portfolio Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by ETF Portfolio Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 102k | 186.81 |
| 2023-12-31 | $13M | 74k | 173.89 |
| 2023-09-30 | $11M | 74k | 153.84 |
| 2023-06-30 | $12M | 74k | 161.19 |
| 2023-03-31 | $11M | 75k | 151.76 |
| 2022-12-31 | $11M | 72k | 145.07 |
| 2022-09-30 | $9.2M | 72k | 128.52 |
| 2022-06-30 | $9.2M | 67k | 137.46 |
| 2022-03-31 | $11M | 68k | 155.72 |
| 2021-12-31 | $10M | 66k | 156.62 |
| 2021-09-30 | $9.6M | 66k | 145.42 |
| 2021-06-30 | $9.5M | 64k | 147.64 |
| 2021-03-31 | $8.3M | 59k | 141.24 |
| 2020-12-31 | $7.5M | 58k | 128.03 |
| 2020-09-30 | $6.4M | 57k | 112.45 |
| 2020-06-30 | $6.2M | 58k | 108.22 |
| 2020-03-31 | $5.8M | 60k | 96.25 |
| 2019-12-31 | $15M | 115k | 130.09 |
| 2019-09-30 | $13M | 112k | 119.14 |
| 2019-06-30 | $13M | 115k | 116.57 |
| 2019-03-31 | $13M | 112k | 112.74 |
| 2018-12-31 | $11M | 110k | 101.14 |
| 2018-09-30 | $13M | 110k | 115.84 |
| 2018-06-30 | $12M | 109k | 110.13 |
| 2018-03-31 | $12M | 107k | 109.34 |
| 2017-12-31 | $12M | 102k | 114.24 |
| 2017-09-30 | $11M | 102k | 107.91 |
| 2017-06-30 | $11M | 105k | 104.96 |
| 2017-03-31 | $11M | 106k | 104.04 |
| 2016-12-31 | $11M | 103k | 101.38 |
| 2016-09-30 | $9.4M | 99k | 94.96 |