iShares S&P 500 Value Index shares owned by Afg Fiduciary Services Limited Partnership
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Afg Fiduciary Services Limited Partnership
from 13F filings
Historical chart of Afg Fiduciary Services Limited Partnership 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 Afg Fiduciary Services Limited Partnership consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Afg Fiduciary Services Limited Partnership
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 13k | 207.03 |
| 2025-06-30 | $2.6M | 13k | 197.30 |
| 2025-03-31 | $2.5M | 14k | 180.91 |
| 2024-12-31 | $1.8M | 9.5k | 192.69 |
| 2024-09-30 | $1.9M | 9.6k | 198.43 |
| 2024-06-30 | $1.8M | 9.6k | 188.03 |
| 2024-03-31 | $1.9M | 10k | 184.22 |
| 2023-12-31 | $2.2M | 12k | 174.97 |
| 2023-09-30 | $1.9M | 13k | 153.40 |
| 2023-06-30 | $2.9M | 18k | 163.78 |
| 2023-03-31 | $3.4M | 22k | 151.76 |
| 2022-12-31 | $3.2M | 22k | 145.07 |
| 2022-09-30 | $3.0M | 24k | 128.52 |
| 2022-06-30 | $944k | 6.9k | 137.45 |
More positions owned by Afg Fiduciary Services Limited Partnership
View all positions for Afg Fiduciary Services Limited Partnership