iShares S&P 500 Value Index shares owned by PSI Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PSI Advisors
from 13F filings
Historical chart of PSI Advisors 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 PSI Advisors 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 PSI Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $234k | 1.3k | 186.81 |
2023-12-31 | $226k | 1.3k | 173.89 |
2023-09-30 | $207k | 1.3k | 153.84 |
2023-06-30 | $217k | 1.3k | 161.19 |
2023-03-31 | $204k | 1.3k | 151.76 |
2022-12-31 | $217k | 1.5k | 145.07 |
2022-09-30 | $889k | 6.9k | 128.56 |
2022-06-30 | $1.4M | 10k | 137.47 |
2022-03-31 | $1.6M | 10k | 150.00 |
2021-12-31 | $1.6M | 10k | 156.61 |
2021-09-30 | $1.5M | 10k | 145.39 |
2021-06-30 | $1.6M | 11k | 147.59 |
2021-03-31 | $1.6M | 11k | 141.20 |
2020-12-31 | $1.4M | 11k | 127.98 |
2020-09-30 | $1.4M | 13k | 112.40 |
2020-06-30 | $1.5M | 14k | 108.15 |
2020-03-31 | $1.4M | 15k | 96.21 |
2019-12-31 | $2.0M | 16k | 130.08 |