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iShares S&P 500 Value Index shares owned by Shone Asset Management

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

Historical chart of Shone 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 Shone Asset Management 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 Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.3M 11k 126.34
2020-09-30 $1.2M 11k 116.33
2020-06-30 $1.2M 11k 113.37
2020-03-31 $1.2M 11k 106.67