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iShares S&P 500 Value Index shares owned by Rothschild Investment Corp

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

Historical chart of Rothschild Investment Corp 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 Rothschild Investment Corp 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 Rothschild Investment Corp

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 6.9k 153.82
2023-06-30 $1.1M 6.9k 161.17
2023-03-31 $1.0M 6.8k 151.81
2022-12-31 $988k 6.8k 145.14
2022-09-30 $871k 6.8k 128.50