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iShares S&P 500 Value Index shares owned by SBK Financial

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

Historical chart of SBK Financial 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 SBK Financial 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 SBK Financial

Quarter filed Position value Share count Share price at filing
2022-12-31 $745k 5.1k 145.07
2022-09-30 $660k 5.1k 128.53
2022-06-30 $718k 5.2k 137.52
2022-03-31 $800k 5.1k 155.79
2021-12-31 $804k 5.1k 156.57