iShares S&P 500 Value Index shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $221k | 1.2k | 186.85 |
2021-03-31 | $159k | 1.1k | 141.21 |
2020-12-31 | $144k | 1.1k | 127.89 |
2020-09-30 | $127k | 1.1k | 112.79 |
2020-06-30 | $122k | 1.1k | 108.35 |
2020-03-31 | $108k | 1.1k | 95.91 |
2019-12-31 | $148k | 1.1k | 130.28 |
2019-09-30 | $134k | 1.1k | 119.01 |
2019-06-30 | $131k | 1.1k | 116.34 |
2019-03-31 | $127k | 1.1k | 112.79 |
2018-12-31 | $114k | 1.1k | 101.24 |
2018-09-30 | $130k | 1.1k | 115.45 |
2018-06-30 | $8.0k | 75 | 106.67 |
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