iShares S&P 500 Value Index shares owned by Mendel Money Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mendel Money Management
from 13F filings
Historical chart of Mendel Money 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 Mendel Money 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 Mendel Money Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $384k | 2.1k | 186.81 |
2023-12-31 | $357k | 2.1k | 173.89 |
2023-09-30 | $332k | 2.2k | 153.84 |
2023-06-30 | $364k | 2.3k | 161.19 |
2023-03-31 | $342k | 2.3k | 151.76 |
2022-12-31 | $327k | 2.3k | 145.07 |